Plan Ledger DOL Form 5500 · updated monthly

Austen Riggs Center, Inc.403(b)

AUSTEN RIGGS 403(B) RETIREMENT PLAN · STOCKBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Austen Riggs Center, Inc. reported $6,596 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,805 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 927th-largest of 2,726 plans among Massachusetts employers on file, and the 2,530th of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,931,717
Participants with balances215
Active participants166
Employer contributions$797,592
Employee contributions$1,565,898
Employer contribution per active participant$4,805
Average account balance$157,822
Benefits paid to participants$1,092,420
Plan auditUnmodified (clean) audit opinion
AuditorLOMBARDI & KEEGAN
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 215 accts · $798K emplr
2023$29.4M · 223 accts · $776K emplr
2022$25.9M · 222 accts · $729K emplr
Administrative expenses, itemized · 2024
Investment management$6,113
Total administrative$6,596
Employer contributions to the Austen Riggs Center, Inc. plan · 2024
Employer contribution per active participant$4,805
Median for plans this size$2,416
2024$4,805 per active participant
2023$4,973 per active participant
2022$4,473 per active participant

Austen Riggs Center, Inc.'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 · 20241
EMPOWER ADVISORY GROUP, LLC · Investment management$6,113

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$6,596 · 0.02%
2023$2,245 · 0.01%
2022$1,487 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Community Teamwork Inc. MA$37.2M · 0.10%
Agespan, Inc. MA$33.5M · 0.03%
Woburn Pediatric Associates MA$33.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042103543 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.