Plan Ledger DOL Form 5500 · updated monthly

Capitol County Childrens Collab401(k)

EMPLOYEE BENEFIT PLAN OF CAPITOL COUNTY CHILDREN'S COLLABORATIVE · HAMILTON, NJ · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Capitol County Childrens Collab reported $5,202 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,649 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 5 years on file its reported administrative ratio fell from 0.84% to 0.06%. 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 New Jersey (1,489th of 2,419), and the 5,614th of 11,911 in health care & social assistance. In 2023, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 102 to 122 since 2018.

Plan summary
Net assets, end of year$10,298,824
Participants with balances185
Active participants122
Employer contributions$445,209
Employee contributions$444,237
Employer contribution per active participant$3,649
Average account balance$55,669
Benefits paid to participants$346,281
Plan auditDisclaimer of opinion
AuditorMERCADIEN, P.C. CPAS
Plan history6
Yearassets · accounts · employer contribution
2023$10.3M · 185 accts · $445K emplr
2022$8.5M · 181 accts · $520K emplr
2021$7.1M · 160 accts · $407K emplr
2020$8.0M · 150 accts · $365K emplr
2019$6.2M · 154 accts · $377K emplr
2018$5.3M · 141 accts · $364K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,202
Total administrative$5,202
The Capitol County Childrens Collab 401(k) match · 2023
Employer contribution per active participant$3,649
Median for plans this size$1,308
2023$3,649 per active participant
2022$5,002 per active participant
2021$4,326 per active participant
2020$2,662 per active participant
2019$3,463 per active participant

Capitol County Childrens Collab's 2023 employer contribution ran above the $1,308 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.

Service providers · 20233
SAGEPOINT FINANCIAL INC.$35,050
E PLAN SERVICES$5,202
COMPREHENSIVE CONSULTING GROUP · Investment management · Named fiduciaryindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history6
2023$5,202 · 0.06%
2022$44,828 · 0.58%
2021$46,791 · 0.62%
2020$46,952 · 0.66%
2019$29,915 · 0.52%
2018$41,192 · 0.84%
Similar plansHealth Care & Social Assistance · New Jersey
The Leaguers, Inc. NJ$10.1M · 0.05%
Pathline, LLC NJ$10.0M · 0.57%
Kadiant, LLC NJ$9.9M · 1.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223843134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.