Plan Ledger DOL Form 5500 · updated monthly

Childrens Outing Association D.B.A. Coa Youth and Family Centers403(b)

CHILDREN'S OUTING ASSOCIATION D. B. A. COA YOUTH AND FAMILY CENTERS 403(B) PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

Childrens Outing Association D.B.A. Coa Youth and Family Centers reported $9,759 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. Employer contributions averaged $199 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,861st of 1,936), and 10,458th of 11,911 in health care & social assistance. In 2022, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,512,104
Participants with balances54
Active participants142
Employer contributions$28,252
Employee contributions$144,775
Employer contribution per active participant$199
Average account balance$28,002
Benefits paid to participants$89,165
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,044
Investment management$3,715
Total administrative$9,759
Employer contributions to the Childrens Outing Association D.B.A. Coa Youth and Family Centers plan · 2022
Employer contribution per active participant$199
Median for plans this size$1,114

Childrens Outing Association D.B.A. Coa Youth and Family Centers's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,759 · 0.60%
Similar plansHealth Care & Social Assistance · Wisconsin
Eastcastle Place Inc. WI$2.0M · 1.54%
Healings Holdings, Inc. WI$1.9M · 0.97%
Bethel Home, Inc. WI$1.5M · 1.12%
Community Advocates, Inc. WI$1.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.