Plan Ledger DOL Form 5500 · updated monthly

Arbor Research Collaborative for Health401(k)

ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN · ANN ARBOR, MI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Arbor Research Collaborative for Health reported $42,583 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $11,458 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 0.09% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 716th-largest of 2,619 plans among Michigan employers on file, and the 3,796th of 11,654 in professional & technical services. In 2024, the employer put in $1.55 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$33,849,911
Participants with balances276
Active participants104
Employer contributions$1,191,667
Employee contributions$768,987
Employer contribution per active participant$11,458
Average account balance$122,645
Benefits paid to participants$3,035,029
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 276 accts · $1.2M emplr
2023$30.3M · 282 accts · $1.2M emplr
2022$25.2M · 260 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,115
Investment management$12,968
Total administrative$42,583
The Arbor Research Collaborative for Health 401(k) match · 2024
Employer contribution per active participant$11,458
Median for plans this size$2,416
2024$11,458 per active participant
2023$10,623 per active participant
2022$9,695 per active participant

Arbor Research Collaborative for Health's 2024 employer contribution ran above the $2,416 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
THE ANGELL PENSION GROUP$11,742

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$42,583 · 0.13%
2023$26,804 · 0.10%
2022$25,209 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Michigan
Design Systems, Inc. MI$35.9M · 0.21%
Peter Basso Associates, Inc MI$34.8M · 0.01%
Superior Controls,Inc. MI$34.6M · 0.08%
Nth Consultants LTD MI$33.9M · 0.16%
3-DIMENSIONAL Services Inc. MI$32.5M · 0.44%
Alten Technology USA, Inc. MI$32.0M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 383289521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.