Plan Ledger DOL Form 5500 · updated monthly

Collier Youth Services401(k)

COLLIER SERVICES RETIREMENT SAVINGS PLAN · WICKATUNK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Collier Youth Services reported $86,795 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,903 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 0.50% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New Jersey (1,252nd of 2,419), and 1,813th of 3,091 in educational services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 193 to 216 since 2022.

Plan summary
Net assets, end of year$15,024,242
Participants with balances221
Active participants216
Employer contributions$627,051
Employee contributions$673,705
Employer contribution per active participant$2,903
Average account balance$67,983
Benefits paid to participants$1,653,152
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 221 accts · $627K emplr
2023$13.7M · 218 accts · $662K emplr
2022$11.8M · 212 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,260
Investment management$44,535
Total administrative$86,795
The Collier Youth Services 401(k) match · 2024
Employer contribution per active participant$2,903
Median for plans this size$2,416
2024$2,903 per active participant
2023$3,413 per active participant
2022$1,757 per active participant

Collier Youth Services's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ADP, INC. · Loan processing · Recordkeeping$42,260
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$34,035
PRICEKUBECKA, PLLC · Recordkeeping · Pension consulting$10,500
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill, PRICEKUBECKA, PLLC
2023ADP, Bank of America / Merrill, PRICEKUBECKA, PLLC

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Administrative cost history3
2024$86,795 · 0.60%
2023$75,324 · 0.59%
2022$56,300 · 0.50%
Same employer
Similar plansEducational Services · New Jersey
The Phoenix Center, Inc. NJ$17.2M · 0.15%
Golda Och Academy NJ$17.0M · 0.27%
Rks Associates NJ$15.8M · 0.46%
The Archway Programs NJ$15.6M · 0.64%
The Ctc Academy, Inc. NJ$13.8M · 0.31%
Classlink, Inc. NJ$13.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210635038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.