Plan Ledger DOL Form 5500 · updated monthly

Chartiers Community Mental Health and Retardation Center, Inc.403(b)

CHARTIERS COMMUNITY MENTAL HEALTH AND RETARDATION CENTER, INC. 403(B) PLAN · BRIDGEVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Chartiers Community Mental Health and Retardation Center, Inc. reported $62,793 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,279 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 0.93% to 0.84%. 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 Pennsylvania (2,528th of 3,651), and 6,453rd of 11,911 in health care & social assistance. In 2024, employees put in $1.22 for every $1.00 the employer contributed; active participation has shrunk from 121 to 98 since 2022.

Plan summary
Net assets, end of year$7,993,409
Participants with balances120
Active participants98
Employer contributions$223,351
Employee contributions$272,273
Employer contribution per active participant$2,279
Average account balance$66,612
Benefits paid to participants$262,803
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 120 accts · $223K emplr
2023$7.0M · 139 accts · $179K emplr
2022$6.1M · 137 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,846
Investment management$18,947
Total administrative$62,793
Employer contributions to the Chartiers Community Mental Health and Retardation Center, Inc. plan · 2024
Employer contribution per active participant$2,279
Median for plans this size$1,313
2024$2,279 per active participant
2023$1,368 per active participant
2022$1,277 per active participant

Chartiers Community Mental Health and Retardation Center, Inc.'s 2024 employer contribution ran above 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$43,732
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$18,947

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$62,793 · 0.84%
2023$56,283 · 0.86%
2022$60,761 · 0.93%
Similar plansHealth Care & Social Assistance · Pennsylvania

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Source: U.S. Department of Labor, Form 5500 series, EIN 251203882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.