Plan Ledger DOL Form 5500 · updated monthly

St. John's Community Services403(b)

ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.79%

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

St. John's Community Services reported $62,331 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. Employer contributions averaged $29 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 0.78% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (470th of 618), and 6,378th of 11,911 in health care & social assistance. In 2023, employees put in $15.88 for every $1.00 the employer contributed; active participation has grown from 742 to 905 since 2022.

Plan summary
Net assets, end of year$8,169,294
Participants with balances267
Active participants905
Employer contributions$26,115
Employee contributions$414,590
Employer contribution per active participant$29
Average account balance$30,597
Benefits paid to participants$906,244
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 287 accts
2023$8.2M · 267 accts · $26K emplr
2022$7.5M · 251 accts · $89K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$62,331
Total administrative$62,331
Employer contributions to the St. John's Community Services plan · 2023
Employer contribution per active participant$29
Median for plans this size$1,308
2023$29 per active participant
2022$120 per active participant

St. John's Community Services's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,330
THE CAPITAL GROUP INVESTMENT ADVISO · Investment advisory (plan)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$66,870 · 0.83%
2023$62,331 · 0.79%
2022$64,456 · 0.78%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Bread for City, Inc. DC$9.1M · 1.03%
Food & Friends, Inc. DC$8.5M · 0.25%
Capital Area Food Bank DC$7.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.