Plan Ledger DOL Form 5500 · updated monthly

Charles River Community Health, Inc.403(b)

CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN · BRIGHTON, MA · plan year 2023

Reported admin expense ratio · 2023
0.87%

Charles River Community Health, Inc. reported $71,557 in plan administrative expenses for 2023: 0.87% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,999th of 2,726), and 6,194th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$8,642,322
Participants with balances161
Active participants198
Employer contributions—
Employee contributions$634,571
Employer contribution per active participant—
Average account balance$53,679
Benefits paid to participants$895,008
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 160 accts
2023$8.6M · 161 accts
2022$7.9M · 156 accts
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 · 20234
DAVINCI CAPITAL MANAGEMENT · Investment advisory (plan)$20,146
EMPOWER ADVISORY GROUP, LLC · Investment management$3,678
THE ANGELL PENSION GROUP INC · Contract administrator$1,800

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$78,624 · 0.91%
2023$71,557 · 0.87%
2022$65,543 · 0.88%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Fall River Deaconess Home MA$8.7M · 0.02%
People, Incorporated MA$8.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237221597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.