Plan Ledger DOL Form 5500 · updated monthly

Central Washington Health Services Association403(b)

CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION TAX SHELTERED ANNUITY PLAN · WENATCHEE, WA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Central Washington Health Services Association reported $104,610 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,940 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 0.10% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 133rd-largest of 1,714 plans among Washington employers on file, and the 821st of 11,911 in health care & social assistance. In 2024, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$141,687,727
Participants with balances814
Active participants1,648
Employer contributions$3,197,434
Employee contributions$4,387,876
Employer contribution per active participant$1,940
Average account balance$174,064
Benefits paid to participants$12,473,070
Plan auditUnmodified (clean) audit opinion
AuditorEIDEBAILLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$141.7M · 814 accts · $3.2M emplr
2023$128.5M · 870 accts · $3.2M emplr
2022$117.3M · 921 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,603
Investment management$60,151
Total administrative$104,610
Employer contributions to the Central Washington Health Services Association plan · 2024
Employer contribution per active participant$1,940
Median for plans this size$3,635
2024$1,940 per active participant
2023$1,862 per active participant
2022$1,943 per active participant

Central Washington Health Services Association's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
STRATEGIC ADVISORS, INC · Investment advisory (plan)$60,151
FID INV INST OPS CO · Loan processing$34,823
VERUS · Consulting$8,129
HARLOWE & FALK LLP · Legal$1,856

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$104,610 · 0.08%
2023$123,934 · 0.10%
2022$132,296 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Integra Imaging, P.S. WA$303.4M · 0.10%
Swedish Health Services WA$292.7M · 0.04%
Tra-Minw, P.S. WA$171.8M · 0.10%
The Doctors Clinic, a P.C. WA$130.6M · 0.05%
Bloodworks Northwest WA$126.8M · 0.01%
Northwest Kidney Centers WA$126.1M · 0.07%
Therapeutic Associates, Inc. WA$125.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910171250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.