Plan Ledger DOL Form 5500 · updated monthly

San Antonio Zoological Society403(b)

SAN ANTONIO ZOOLOGICAL SOCIETY EMPLOYEES' SAVINGS PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.72%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

San Antonio Zoological Society reported $53,671 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $178 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.58% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,406th of 5,688), and 774th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.04 for every $1.00 the employer contributed; active participation has grown from 520 to 581 since 2022.

Plan summary
Net assets, end of year$7,921,927
Participants with balances209
Active participants581
Employer contributions$103,535
Employee contributions$418,122
Employer contribution per active participant$178
Average account balance$37,904
Benefits paid to participants$909,438
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 209 accts · $104K emplr
2023$7.0M · 217 accts · $57K emplr
2022$5.5M · 259 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,671
Total administrative$53,671
Employer contributions to the San Antonio Zoological Society plan · 2024
Employer contribution per active participant$178
Median for plans this size$1,313
2024$178 per active participant
2023$148 per active participant
2022$376 per active participant

San Antonio Zoological Society's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$53,670
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$53,671 · 0.72%
2023$48,411 · 0.78%
2022$29,848 · 0.58%
Same employer
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Houston Grand Opera, Inc. TX$8.1M · 0.46%
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Ld Systems, L.P. TX$7.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741323695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.