Plan Ledger DOL Form 5500 · updated monthly

The Board of Trustees of the Communications Workers of America -401(k)

COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

The Board of Trustees of the Communications Workers of America - reported $1,263,599 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $983 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 0.30%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 26th-largest of 618 plans among District of Columbia employers on file, and the 106th of 2,199 in information & media. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$452,808,362
Participants with balances10,633
Active participants10,510
Employer contributions$10,326,998
Employee contributions$13,145,604
Employer contribution per active participant$983
Average account balance$42,585
Benefits paid to participants$30,166,006
Plan auditUnmodified (clean) audit opinion
AuditorCALIBRE CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$452.8M · 10,633 accts · $10.3M emplr
2023$399.9M · 10,341 accts · $9.1M emplr
2022$341.7M · 9,973 accts · $8.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$682,805
Investment management$75,000
Audit (IQPA)$39,565
Trustee / custodial$8,177
Total administrative$1,263,599
The The Board of Trustees of the Communications Workers of America - 401(k) match · 2024
Employer contribution per active participant$983
Median for plans this size$4,294
2024$983 per active participant
2023$867 per active participant
2022$812 per active participant

The Board of Trustees of the Communications Workers of America -'s 2024 employer contribution ran below the $4,294 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 · 20244
CALIBRE CPA GROUP PLLC · Accounting / audit$176,898
SLEVIN AND HART · Legal$76,440
MEKETA INVESTMENT GROUP · Investment advisory (plan)$75,000
ANN ZINSSER · Accounting / audit$23,992

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$1,263,599 · 0.30%
2023$1,211,790 · 0.33%
2022$1,098,844 · 0.29%
Similar plansInformation & Media · District of Columbia
Clarivate Analytics (US) LLC MI$519.6M · 0.07%
Hyland Software, Inc. OH$512.0M · 0.10%
Amadeus North America, Inc. FL$484.9M · 0.06%
Orange Business Services VA$473.8M · 0.15%
Lee Enterprises, Inc. IA$447.9M · 0.03%
Bloomberg Industry Grp VA$447.0M · 0.04%
Vertex, Inc. PA$445.2M · 0.04%
Gci Communication Corp. AK$443.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521137722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.