Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of San Francisco401(k)

BOYS & GIRLS CLUBS OF SAN FRANCISCO RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Boys & Girls Clubs of San Francisco reported $92,713 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,896 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. 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 4,341st-largest of 9,483 plans among California employers on file, and the 4,422nd of 11,911 in health care & social assistance. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,313,458
Participants with balances297
Active participants190
Employer contributions$550,174
Employee contributions$617,086
Employer contribution per active participant$2,896
Average account balance$51,560
Benefits paid to participants$1,347,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 297 accts · $550K emplr
2023$14.1M · 286 accts · $406K emplr
2022$12.0M · 257 accts · $433K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,713
Total administrative$92,713
The Boys & Girls Clubs of San Francisco 401(k) match · 2024
Employer contribution per active participant$2,896
Median for plans this size$2,416
2024$2,896 per active participant
2023$2,205 per active participant
2022$2,339 per active participant

Boys & Girls Clubs of San Francisco's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,565
NICHOLAS PENSION CONSULTANTS · Contract administrator · Other services$13,148
UBS FINANCIAL SERVICES INC · 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$92,713 · 0.63%
2023$81,054 · 0.62%
2022$78,712 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · California
Beta Bionics, Inc. CA$15.5M · 0.10%
Visby Medical, Inc. CA$15.3M · 0.29%
Centric Health CA$15.2M · 0.37%
Interim, Incorporated CA$15.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.