Plan Ledger DOL Form 5500 · updated monthly

Avance, Inc.403(b)

AVANCE, INC. 403(B) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Avance, Inc. reported $165,789 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~90% of peers. Employer contributions averaged $524 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 fell from 1.22% to 1.09%. 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 2,283rd-largest of 5,688 plans among Texas employers on file, and the 4,196th of 11,911 in health care & social assistance. In 2024, employees put in $3.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,548,148
Participants with balances961
Active participants970
Employer contributions$508,193
Employee contributions$1,785,122
Employer contribution per active participant$524
Average account balance$17,220
Benefits paid to participants$1,375,984
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 961 accts · $508K emplr
2023$13.9M · 945 accts · $456K emplr
2022$11.5M · 936 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$165,789
Total administrative$165,789
Employer contributions to the Avance, Inc. plan · 2024
Employer contribution per active participant$524
Median for plans this size$2,416
2024$524 per active participant
2023$458 per active participant
2022$407 per active participant

Avance, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$165,789
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp

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$165,789 · 1.09%
2023$142,675 · 1.12%
2022$128,743 · 1.22%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Child Care Associates TX$17.0M · 0.05%
Rio Grande Urology, P.A. TX$16.7M · 0.17%
Premier Family Care I, Inc. TX$16.4M · 0.26%
Panhandle Eye Group, LLP TX$16.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741769114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.