Plan Ledger DOL Form 5500 · updated monthly

Bay Area Environmental Research Institute403(b)

BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE DC PLAN · MOFFETT FIELD, CA · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Bay Area Environmental Research Institute reported $121 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,779 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 1 year on file its reported administrative ratio fell from 0.001% to 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,015th-largest of 9,483 plans among California employers on file, and 6,068th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$17,272,527
Participants with balances320
Active participants201
Employer contributions$1,563,553
Employee contributions—
Employer contribution per active participant$7,779
Average account balance$53,977
Benefits paid to participants$270,753
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Plan history2
Yearassets · accounts · employer contribution
2023$17.3M · 320 accts · $1.6M emplr
2022$13.5M · 292 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$121
Total administrative$121
Employer contributions to the Bay Area Environmental Research Institute plan · 2023
Employer contribution per active participant$7,779
Median for plans this size$2,440
2023$7,779 per active participant
2022$8,267 per active participant

Bay Area Environmental Research Institute's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$121 · 0.00%
2022$180 · 0.00%
All plans at this employer2
BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE DC PLAN403(b)
BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE TDA403(b)
Same employer
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Zag Technical Services CA$17.2M · 0.53%
Liveaction, Inc. CA$17.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943176058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.