Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities of Shiawassee and Genesee Counties403(b)

CATHOLIC CHARITIES OF SHIAWASSEE AND GENESEE COUNTIES 403(B) RETIREMENT PLAN · FLINT, MI · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Catholic Charities of Shiawassee and Genesee Counties reported $1,167 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $725 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Michigan (2,442nd of 2,619), and 2,989th of 3,341 in other services. In 2022, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,391,174
Participants with balances45
Active participants90
Employer contributions$65,220
Employee contributions$90,444
Employer contribution per active participant$725
Average account balance$30,915
Benefits paid to participants$126,476
Plan auditDisclaimer of opinion
AuditorTAYLOR & MORGAN, CPA, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,167
Total administrative$1,167
Employer contributions to the Catholic Charities of Shiawassee and Genesee Counties plan · 2022
Employer contribution per active participant$725
Median for plans this size$1,114

Catholic Charities of Shiawassee and Genesee Counties's 2022 employer contribution ran below the $1,114 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$1,167 · 0.08%
Similar plansOther Services · Michigan
Bay Human Services, Inc. MI$2.1M · 0.42%
Salute Incorporated MI$844K · 0.86%
Mm Services II, LLC MI$803K · 3.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381359243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.