Plan Ledger DOL Form 5500 · updated monthly

California Human Development Corporation403(b)

CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN · SANTA ROSA, CA · plan year 2023

Reported admin expense ratio · 2023
0.78%

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

California Human Development Corporation reported $23,453 in plan administrative expenses for 2023: 0.78% of average plan assets, above the peer median. Employer contributions averaged $331 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 0.72% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,749th of 9,483), and 9,107th of 11,911 in health care & social assistance. In 2023, employees put in $8.62 for every $1.00 the employer contributed; active participation has grown from 84 to 97 since 2022.

Plan summary
Net assets, end of year$3,201,758
Participants with balances100
Active participants97
Employer contributions$32,086
Employee contributions$276,523
Employer contribution per active participant$331
Average account balance$32,018
Benefits paid to participants$298,906
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 64 accts · $29K emplr
2023$3.2M · 100 accts · $32K emplr
2022$2.8M · 107 accts · $52K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,100
Investment management$21,353
Total administrative$23,453
Employer contributions to the California Human Development Corporation plan · 2023
Employer contribution per active participant$331
Median for plans this size$1,308
2024$313 per active participant
2023$331 per active participant
2022$625 per active participant

California Human Development Corporation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$14,338
HICKS PENSION SERVICES · Contract administrator · Loan processing$2,100
EMPOWER ADVISORY GROUP, LLC · Investment management$1,436

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$30,546 · 0.98%
2023$23,453 · 0.78%
2022$22,555 · 0.72%
Similar plansHealth Care & Social Assistance · California
Activcare Living Inc. CA$3.2M · 2.30%
Vida Family Therapy PC CA$3.2M · 0.19%
East Bay Innovations CA$3.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941653023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.