Plan Ledger DOL Form 5500 · updated monthly

Zoological Society of Pittsburgh403(b)

ZOOLOGICAL SOCIETY OF PITTSBURGH 403(B) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Zoological Society of Pittsburgh reported $30,955 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,533 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 0.38% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,589th of 3,651), and 794th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has shrunk from 212 to 104 since 2022.

Plan summary
Net assets, end of year$7,453,553
Participants with balances119
Active participants104
Employer contributions$159,407
Employee contributions$397,436
Employer contribution per active participant$1,533
Average account balance$62,635
Benefits paid to participants$737,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 119 accts · $159K emplr
2023$6.7M · 109 accts · $132K emplr
2022$5.8M · 109 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,816
Investment management$12,139
Total administrative$30,955
Employer contributions to the Zoological Society of Pittsburgh plan · 2024
Employer contribution per active participant$1,533
Median for plans this size$1,313
2024$1,533 per active participant
2023$1,243 per active participant
2022$499 per active participant

Zoological Society of Pittsburgh'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.

Service providers · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$19,024
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$12,139

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$30,955 · 0.44%
2023$24,031 · 0.38%
2022$23,863 · 0.38%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Rolling Rock Club PA$8.1M · 0.48%
Philadelphia Country Club PA$7.9M · 0.51%
Philadelphia Cricket Club PA$7.2M · 0.55%
H.H. Knoebel Sons, Inc. PA$7.0M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251418766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.