Plan Ledger DOL Form 5500 · updated monthly

Barc Developmental Services403(b)

BARC DEVELOPMENTAL SERVICES THRIFT PLAN · HOLICONG, PA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Barc Developmental Services reported $94,813 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $923 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 0.66% to 0.76%. 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 among the smaller plans on file in Pennsylvania (2,017th of 3,651), and the 4,904th of 11,911 in health care & social assistance. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has grown from 187 to 236 since 2022.

Plan summary
Net assets, end of year$13,025,197
Participants with balances230
Active participants236
Employer contributions$217,798
Employee contributions$691,792
Employer contribution per active participant$923
Average account balance$56,631
Benefits paid to participants$1,206,414
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 230 accts · $218K emplr
2023$11.9M · 238 accts · $188K emplr
2022$10.4M · 228 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,813
Total administrative$94,813
Employer contributions to the Barc Developmental Services plan · 2024
Employer contribution per active participant$923
Median for plans this size$2,416
2024$923 per active participant
2023$912 per active participant
2022$951 per active participant

Barc Developmental Services'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
VALIC RETIREMENT SERVICES CO · Custodial (securities) · Investment advisory (participants)$88,641
VARIABLE ANNUITY LIFE INSURANCE CO · Custodial (securities) · Investment advisory (participants)$6,172

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$94,813 · 0.76%
2023$80,998 · 0.73%
2022$65,429 · 0.66%
All plans at this employer2
BARC DEVELOPMENTAL SERVICES MONEY PURCHASE PENSION PLAN (MPPP)Money purchase plan
BARC DEVELOPMENTAL SERVICES THRIFT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Project Home PA$13.0M · 1.05%
Inspiritec, Inc. PA$13.0M · 1.39%
Carson Valley Childrens Aid PA$12.9M · 0.07%
The Weston Group, Inc. PA$12.8M · 1.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231489800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.