Plan Ledger DOL Form 5500 · updated monthly

Save the Children Federation, Inc.403(b)

SAVE THE CHILDREN FEDERATION, INC. RETIREMENT SAVINGS PLAN · FAIRFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Save the Children Federation, Inc. reported $200,431 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,109 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 3 years on file its reported administrative ratio has held roughly steady near 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 97th-largest of 1,106 plans among Connecticut employers on file, and the 69th of 3,341 in other services. In 2024, employees put in $1.22 for every $1.00 the employer contributed; active participation has grown from 1,523 to 1,728 since 2022.

Plan summary
Net assets, end of year$228,931,634
Participants with balances2,369
Active participants1,728
Employer contributions$8,827,638
Employee contributions$10,801,026
Employer contribution per active participant$5,109
Average account balance$96,636
Benefits paid to participants$19,734,508
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$228.9M · 2,369 accts · $8.8M emplr
2023$198.3M · 2,434 accts · $8.4M emplr
2022$161.3M · 2,202 accts · $6.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,750
Investment management$11,638
Audit (IQPA)$17,955
Total administrative$200,431
Employer contributions to the Save the Children Federation, Inc. plan · 2024
Employer contribution per active participant$5,109
Median for plans this size$3,635
2024$5,109 per active participant
2023$5,136 per active participant
2022$4,344 per active participant

Save the Children Federation, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$121,750
FIDUCIARY INVESTMENT ADVISORS · Investment advisory (plan)$46,673
CLIFTONLARSONALLEN LLP · Accounting / audit$17,955
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,638

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$200,431 · 0.09%
2023$177,603 · 0.10%
2022$166,188 · 0.10%
Same employer
Similar plansOther Services · Connecticut
Upbound Group, Inc. TX$244.2M · 0.05%
Open Society Institute NY$230.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060726487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.