Plan Ledger DOL Form 5500 · updated monthly

Coleman Tri-County Services, Inc.403(b)

COLEMAN TRI-COUNTY SERVICES, INC. 403(B) PLAN · HARRISBURG, IL · plan year 2022

Reported admin expense ratio · 2022
0.90%

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

Coleman Tri-County Services, Inc. reported $10,493 in plan administrative expenses for 2022: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $245 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 Illinois (3,475th of 3,702), and 10,815th of 11,911 in health care & social assistance. In 2022, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,098,394
Participants with balances45
Active participants109
Employer contributions$26,651
Employee contributions$62,420
Employer contribution per active participant$245
Average account balance$24,409
Benefits paid to participants$23,588
Plan auditUnmodified (clean) audit opinion
AuditorKEMPER CPA GROUP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,910
Professional / advisory$2,583
Total administrative$10,493
Employer contributions to the Coleman Tri-County Services, Inc. plan · 2022
Employer contribution per active participant$245
Median for plans this size$1,114

Coleman Tri-County Services, Inc.'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$10,493 · 0.90%
Similar plansHealth Care & Social Assistance · Illinois
Lifeline Ambulance LLC IL$1.2M · 2.59%
Aba of Illinois, LLC IL$1.1M · 0.05%
Reditus Laboratories, LLC IL$1.1M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371018302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.