Plan Ledger DOL Form 5500 · updated monthly

Big Brothers Big Sisters Independence Region403(b)

403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION · PHILADELPHIA, PA · plan year 2021

Reported admin expense ratio · 2021
0.87%

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

Big Brothers Big Sisters Independence Region reported $15,688 in plan administrative expenses for 2021: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $210 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,403rd of 3,651), and 10,278th of 11,911 in health care & social assistance. In 2021, employees put in $5.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,719,749
Participants with balances95
Active participants87
Employer contributions$18,284
Employee contributions$100,346
Employer contribution per active participant$210
Average account balance$18,103
Benefits paid to participants$71,964
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$15,688
Total administrative$15,688
Employer contributions to the Big Brothers Big Sisters Independence Region plan · 2021
Employer contribution per active participant$210
Median for plans this size$994

Big Brothers Big Sisters Independence Region's 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2021$15,688 · 0.87%
Similar plansHealth Care & Social Assistance · Pennsylvania
Corecare Systems, Inc. PA$1.8M · 1.12%
Impact Services Corp. PA$1.7M · 0.74%
Friendship House PA$1.7M · 1.15%
The Williamsport Home PA$1.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.