Plan Ledger DOL Form 5500 · updated monthly

Carson Valley Childrens Aid403(b)

CARSON VALLEY CHILDRENS AID 403(B) PLAN · FLOURTOWN, PA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Carson Valley Childrens Aid reported $8,310 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $807 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 4 years on file its reported administrative ratio rose from 0.03% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,023rd of 3,651), and the 4,925th of 11,911 in health care & social assistance. In 2023, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 409 to 284 since 2020.

Plan summary
Net assets, end of year$12,941,634
Participants with balances449
Active participants284
Employer contributions$229,253
Employee contributions$346,377
Employer contribution per active participant$807
Average account balance$28,823
Benefits paid to participants$817,813
Plan auditDisclaimer of opinion
Plan history5
Yearassets · accounts · employer contribution
2024$10.7M · 446 accts · $133K emplr
2023$12.9M · 449 accts · $229K emplr
2022$11.6M · 434 accts · $197K emplr
2021$10.5M · 377 accts · $180K emplr
2020$11.8M · 384 accts · $195K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,309
Audit (IQPA)$1
Total administrative$8,310
Employer contributions to the Carson Valley Childrens Aid plan · 2023
Employer contribution per active participant$807
Median for plans this size$2,440
2024$1,253 per active participant
2023$807 per active participant
2022$613 per active participant
2021$485 per active participant
2020$477 per active participant

Carson Valley Childrens Aid's 2023 employer contribution ran below the $2,440 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 · 20231
TIAA$6,509

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

Administrative cost history5
2024$8,996 · 0.08%
2023$8,310 · 0.07%
2022$6,272 · 0.06%
2021$5,447 · 0.05%
2020$3,114 · 0.03%
Similar plansHealth Care & Social Assistance · Pennsylvania
Project Home PA$13.0M · 1.05%
Barc Developmental Services PA$13.0M · 0.76%
Inspiritec, Inc. PA$13.0M · 1.39%
The Weston Group, Inc. PA$12.8M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.