Plan Ledger DOL Form 5500 · updated monthly

Trillium Employment Services403(b)

TRILLIUM EMPLOYMENT SERVICES RETIREMENT PLAN · AUBURN, WA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Trillium Employment Services reported $2,031 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,864 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 0.18% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,439th of 1,714), and 10,271st of 11,654 in professional & technical services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 80 to 99 since 2022.

Plan summary
Net assets, end of year$3,728,518
Participants with balances96
Active participants99
Employer contributions$184,513
Employee contributions$346,404
Employer contribution per active participant$1,864
Average account balance$38,839
Benefits paid to participants$745,151
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 96 accts · $185K emplr
2023$3.5M · 119 accts · $183K emplr
2022$3.5M · 107 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,031
Total administrative$2,031
Employer contributions to the Trillium Employment Services plan · 2024
Employer contribution per active participant$1,864
Median for plans this size$1,313
2024$1,864 per active participant
2023$2,029 per active participant
2022$1,967 per active participant

Trillium Employment Services's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$2,031 · 0.06%
2023$10,541 · 0.30%
2022$6,653 · 0.18%
Similar plansProfessional & Technical Services · Washington
Echonous, Inc. WA$3.9M · 0.04%
Twinstrand Biosciences WA$3.8M · 0.14%
Edmodo, LLC WA$3.8M · 0.31%
Ventec Life Systems, Inc. WA$3.1M · 0.05%
Metia Solutions, Inc. WA$3.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911215507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.