Plan Ledger DOL Form 5500 · updated monthly

Clifford W. Beers Guidance Clinic, Inc.DC plan

403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. · NEW HAVEN, CT · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Clifford W. Beers Guidance Clinic, Inc. reported $2,345 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $605 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 0.01% to 0.04%. 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 Connecticut (825th of 1,106), and 6,641st of 11,911 in health care & social assistance. In 2023, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,544,040
Participants with balances251
Active participants242
Employer contributions$146,291
Employee contributions$423,191
Employer contribution per active participant$605
Average account balance$30,056
Benefits paid to participants$802,998
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 195 accts · $194K emplr
2023$7.5M · 251 accts · $146K emplr
2022$6.9M · 253 accts · $165K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,345
Total administrative$2,345
Employer contributions to the Clifford W. Beers Guidance Clinic, Inc. plan · 2023
Employer contribution per active participant$605
Median for plans this size$1,308
2024$985 per active participant
2023$605 per active participant
2022$700 per active participant

Clifford W. Beers Guidance Clinic, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,237

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,430 · 0.04%
2023$2,345 · 0.03%
2022$485 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
New Opportunities, Inc. CT$7.9M · 0.43%
Community Options, Inc. CT$7.8M · 0.37%
Marc, Inc. of Manchester CT$7.8M · 1.01%
Kids in Crisis CT$7.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.