Plan Ledger DOL Form 5500 · updated monthly

Center for Human Services403(b)

CENTER FOR HUMAN SERVICES 403(B) PLAN · SHORELINE, WA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Center for Human Services reported $19,832 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,303 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 0.36% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,520th of 1,714), and 9,488th of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 130 to 152 since 2022.

Plan summary
Net assets, end of year$2,701,215
Participants with balances185
Active participants152
Employer contributions$198,023
Employee contributions$447,220
Employer contribution per active participant$1,303
Average account balance$14,601
Benefits paid to participants$93,017
Plan auditUnmodified (clean) audit opinion
AuditorJACOBSON JARVIS & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 185 accts · $198K emplr
2023$1.7M · 150 accts · $194K emplr
2022$954K · 130 accts · $176K emplr
Administrative expenses, itemized · 2024
Investment management$19,832
Total administrative$19,832
Employer contributions to the Center for Human Services plan · 2024
Employer contribution per active participant$1,303
Median for plans this size$1,313
2024$1,303 per active participant
2023$1,387 per active participant
2022$1,355 per active participant

Center for Human Services's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NORTHWESTERN MUTUAL WEALTH MGT · Investment advisory (plan)$7,461
HUNNEX AND SHOEMAKER INC · Contract administrator$3,957
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$50
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$19,832 · 0.91%
2023$8,259 · 0.63%
2022$2,950 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Life Works WA$2.8M · 0.12%
Homage Senior Services WA$2.8M · 0.35%
Geras, LLC WA$2.8M · 1.98%
Remote Medicine Inc. WA$2.7M · 0.83%
Kin on Health Care Center WA$2.5M · 1.67%
Peninsula Services WA$2.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237082323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.