Plan Ledger DOL Form 5500 · updated monthly

Child Guidance Resource Centers403(b)

CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN · HAVERTOWN, PA · plan year 2023

Reported admin expense ratio · 2023
0.47%

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

Child Guidance Resource Centers reported $67,136 in plan administrative expenses for 2023: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,952 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 0.46% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (1,838th of 3,651), and the 4,466th of 11,911 in health care & social assistance. In 2023, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,134,262
Participants with balances357
Active participants349
Employer contributions$681,408
Employee contributions$463,523
Employer contribution per active participant$1,952
Average account balance$42,393
Benefits paid to participants$1,185,910
Plan auditDisclaimer of opinion
AuditorRAINER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 310 accts · $373K emplr
2023$15.1M · 357 accts · $681K emplr
2022$13.7M · 344 accts · $672K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,714
Investment management$41,422
Total administrative$67,136
Employer contributions to the Child Guidance Resource Centers plan · 2023
Employer contribution per active participant$1,952
Median for plans this size$2,440
2024$1,346 per active participant
2023$1,952 per active participant
2022$1,813 per active participant

Child Guidance Resource Centers's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NFP RETIREMENT INC. · Investment advisory (plan)$41,422
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,019
NFP CORPORATE SERVICES (PA) INC. · Contract administrator · Other services$1,695

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$71,582 · 0.49%
2023$67,136 · 0.47%
2022$61,345 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
The Guidance Center PA$15.1M · 0.08%
Eagleville Hospital PA$14.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231490061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.