Plan Ledger DOL Form 5500 · updated monthly

Clermont Senior Services, Inc.403(b)

CLERMONT SENIOR SERVICES, INC. 403(B) RETIREMENT PLAN · BATAVIA, OH · plan year 2022

Reported admin expense ratio · 2022
0.75%

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

Clermont Senior Services, Inc. reported $23,990 in plan administrative expenses for 2022: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,547 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 Ohio (2,919th of 3,295), and 9,520th of 11,911 in health care & social assistance. In 2022, the employer put in $1.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,658,951
Participants with balances73
Active participants86
Employer contributions$133,071
Employee contributions$107,812
Employer contribution per active participant$1,547
Average account balance$36,424
Benefits paid to participants$803,612
Plan auditQualified audit opinion
AuditorBARNES DENNIG & CO., LTD.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,990
Total administrative$23,990
Employer contributions to the Clermont Senior Services, Inc. plan · 2022
Employer contribution per active participant$1,547
Median for plans this size$1,114

Clermont Senior Services, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,990 · 0.75%
Similar plansHealth Care & Social Assistance · Ohio
Grace Hospital OH$2.7M · 0.09%
Wesleyan Senior Living OH$2.7M · 0.10%
Compass Community Health OH$2.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310832354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.