Plan Ledger DOL Form 5500 · updated monthly

Center for Organ Recovery & Education401(k)

CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Center for Organ Recovery & Education reported $41,206 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $8,842 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 fell from 0.14% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,052nd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,456th of 11,911 in health care & social assistance. In 2024, the employer put in $1.58 for every $1.00 employees contributed themselves; active participation has grown from 153 to 213 since 2022.

Plan summary
Net assets, end of year$35,287,423
Participants with balances301
Active participants213
Employer contributions$1,883,290
Employee contributions$1,193,795
Employer contribution per active participant$8,842
Average account balance$117,234
Benefits paid to participants$991,441
Plan auditUnmodified (clean) audit opinion
AuditorEPSTEIN, TABOR AND SCHORR
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 301 accts · $1.9M emplr
2023$28.9M · 248 accts · $1.6M emplr
2022$23.3M · 230 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,696
Investment management$16,710
Total administrative$41,206
The Center for Organ Recovery & Education 401(k) match · 2024
Employer contribution per active participant$8,842
Median for plans this size$2,416
2024$8,842 per active participant
2023$9,821 per active participant
2022$9,699 per active participant

Center for Organ Recovery & Education's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CAPITAL GROUP RETIREMENT PLAN SERVI$20,805
AVANTAX ADVISORY SERVICES INC D · Investment advisory (plan)$10,000
STRATOS WEALTH ADVISORS LLC · Investment advisory (plan)$10,000
M2B RETIREMENT CONSULTING, LLC · Contract administrator$675

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$41,206 · 0.13%
2023$35,959 · 0.14%
2022$33,960 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Primary Health Network PA$36.4M · 0.36%
Uniontown Hospital PA$35.6M · 0.22%
Partners for Quality, Inc. PA$35.6M · 0.44%
Somerset Hospital PA$33.8M · 0.49%
Willow Valley Communities PA$32.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251332885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.