Plan Ledger DOL Form 5500 · updated monthly

World Resources Institute403(b)

WORLD RESOURCES INSTITUTE PENSION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

World Resources Institute reported $285,399 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,556 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 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 82nd-largest of 618 plans among District of Columbia employers on file, and the 148th of 3,341 in other services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$126,776,809
Participants with balances1,149
Active participants670
Employer contributions$5,062,188
Employee contributions$6,776,548
Employer contribution per active participant$7,556
Average account balance$110,337
Benefits paid to participants$5,344,586
Plan auditUnmodified (clean) audit opinion
AuditorGRANT THRORNTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$126.8M · 1,149 accts · $5.1M emplr
2023$101.9M · 1,113 accts · $4.5M emplr
2022$79.7M · 1,029 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,706
Investment management$224,693
Total administrative$285,399
Employer contributions to the World Resources Institute plan · 2024
Employer contribution per active participant$7,556
Median for plans this size$3,635
2024$7,556 per active participant
2023$6,578 per active participant
2022$6,203 per active participant

World Resources Institute'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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$60,706
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$224,803

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$285,399 · 0.25%
2023$230,656 · 0.25%
2022$219,706 · 0.26%
Same employer
Similar plansOther Services · District of Columbia
American Petroleum Institute DC$138.5M · 0.12%
Neighborworks America DC$123.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521257057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.