Plan Ledger DOL Form 5500 · updated monthly

The Common Fund for Nonprofits401(k)

THE COMMONFUND RETIREMENT SAVINGS PLAN · WILTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Common Fund for Nonprofits reported $54,918 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,871 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 fell from 0.05% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 141st-largest of 1,106 plans among Connecticut employers on file, and the 765th of 4,798 in finance & insurance. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 163 to 182 since 2022.

Plan summary
Net assets, end of year$142,191,158
Participants with balances270
Active participants182
Employer contributions$2,160,602
Employee contributions$2,859,354
Employer contribution per active participant$11,871
Average account balance$526,634
Benefits paid to participants$10,240,751
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSE COOPERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$142.2M · 270 accts · $2.2M emplr
2023$126.1M · 263 accts · $1.9M emplr
2022$105.3M · 242 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Investment management$116,568
Audit (IQPA)$47,000
Total administrative$54,918
The The Common Fund for Nonprofits 401(k) match · 2024
Employer contribution per active participant$11,871
Median for plans this size$3,635
2024$11,871 per active participant
2023$10,754 per active participant
2022$11,269 per active participant

The Common Fund for Nonprofits's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$116,568
PWC · Accounting / audit$47,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$54,918 · 0.04%
2023$58,757 · 0.05%
2022$60,381 · 0.05%
Same employer
Similar plansFinance & Insurance · Connecticut
Beazley USA Services, Inc. CT$160.9M · 0.05%
Conning & Company CT$160.2M · 0.03%
Knights of Columbus CT$156.0M · 0.07%
Liberty Bank CT$126.0M · 0.24%
Viking Global Investors LP CT$123.9M · 0.10%
Starwood Headquarters, L.L.C CT$109.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237037968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.