Plan Ledger DOL Form 5500 · updated monthly

Camelot Society403(b)

CAMELOT SOCIETY 403(B) PLAN · MOUNTLAKE TERRACE, WA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Camelot Society reported $2,808 in plan administrative expenses for 2022: 0.67% of average plan assets, below the peer median. Employer contributions averaged $254 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,679th of 1,714), and 11,375th of 11,911 in health care & social assistance. In 2022, employees put in $5.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$482,979
Participants with balances73
Active participants138
Employer contributions$35,021
Employee contributions$194,847
Employer contribution per active participant$254
Average account balance$6,616
Benefits paid to participants$37,156
Plan auditUnmodified (clean) audit opinion
AuditorSHANNON & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$810
Investment management$1,998
Total administrative$2,808
Employer contributions to the Camelot Society plan · 2022
Employer contribution per active participant$254
Median for plans this size$331

Camelot Society's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,808 · 0.67%
Similar plansHealth Care & Social Assistance · Washington
Mary's Place Seattle WA$594K · 1.10%
Ryther WA$234K · 0.60%
Hope Human Services, LLC WA$173K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910866842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.