Plan Ledger DOL Form 5500 · updated monthly

The Church Home of the Protestant Episcopal Church401(k)

THE CHURCH HOME OF THE PROTESTANT EPISCOPAL EMPLOYEES' RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
1.70%

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

The Church Home of the Protestant Episcopal Church reported $230,524 in plan administrative expenses for 2024: 1.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,006 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 1.59% to 1.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,076th of 5,648), and the 4,681st of 11,911 in health care & social assistance. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,058,905
Participants with balances947
Active participants562
Employer contributions$565,648
Employee contributions$1,255,560
Employer contribution per active participant$1,006
Average account balance$14,846
Benefits paid to participants$2,204,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 947 accts · $566K emplr
2023$13.0M · 1,091 accts · $507K emplr
2022$11.3M · 983 accts · $453K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$193,009
Investment management$33,460
Total administrative$230,524
The The Church Home of the Protestant Episcopal Church 401(k) match · 2024
Employer contribution per active participant$1,006
Median for plans this size$2,416
2024$1,006 per active participant
2023$878 per active participant
2022$772 per active participant

The Church Home of the Protestant Episcopal Church's 2024 employer contribution ran below the $2,416 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
BURKE GROUP · Recordkeeping · Consulting$193,009
ALESCO ADVISORS LLC · Investment advisory (plan)$33,460
BONADIO & CO., LLP · Accounting / audit$4,055
NEWPORT GROUP, INC. · Trusteeindirect comp

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

Recordkeeper by year2
2024BURKE GROUP
2023BURKE GROUP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$230,524 · 1.70%
2023$173,224 · 1.43%
2022$192,292 · 1.59%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nyu Langone Mso, Inc. NY$14.3M · 0.13%
Hasc Center Inc. NY$14.1M · 0.76%
Proud Moments Mso LLC NY$13.9M · 3.46%
The Doe Fund, Inc. NY$13.8M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.