Plan Ledger DOL Form 5500 · updated monthly

Wesley Community Services OrganizationDC plan

403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
1.50%

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

Wesley Community Services Organization reported $28,076 in plan administrative expenses for 2024: 1.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,143 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 0.06% to 1.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,943rd of 3,295), and 9,647th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,494,261
Participants with balances174
Active participants143
Employer contributions$163,457
Employee contributions$274,837
Employer contribution per active participant$1,143
Average account balance$14,335
Benefits paid to participants$198,982
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 174 accts · $163K emplr
2023$1.2M · 138 accts · $155K emplr
2022$1.0M · 139 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,166
Investment management$8,910
Total administrative$28,076
Employer contributions to the Wesley Community Services Organization plan · 2024
Employer contribution per active participant$1,143
Median for plans this size$1,313
2024$1,143 per active participant
2023$1,186 per active participant
2022$1,054 per active participant

Wesley Community Services Organization's 2024 employer contribution ran below 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.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$8,910

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$28,076 · 1.50%
2023$982 · 0.09%
2022$488 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Compass Community Health OH$2.5M · 0.74%
Jewish Community Center OH$2.5M · 0.64%
Lionstone Care, LLC OH$2.3M · 2.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.