Plan Ledger DOL Form 5500 · updated monthly

Community Action Agency of Columbiana County Inc.403(b)

COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN · LISBON, OH · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Community Action Agency of Columbiana County Inc. reported $14,118 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $915 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 fell from 0.49% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,308th of 3,295), and 6,886th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,971,330
Participants with balances222
Active participants336
Employer contributions$307,439
Employee contributions$560,918
Employer contribution per active participant$915
Average account balance$31,402
Benefits paid to participants$464,041
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 222 accts · $307K emplr
2023$5.7M · 211 accts · $274K emplr
2022$4.7M · 202 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,077
Investment management$13,041
Total administrative$14,118
Employer contributions to the Community Action Agency of Columbiana County Inc. plan · 2024
Employer contribution per active participant$915
Median for plans this size$1,313
2024$915 per active participant
2023$791 per active participant
2022$742 per active participant

Community Action Agency of Columbiana County Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$1,077
NFP RETIREMENT INC. · Investment advisory (participants) · Investment advisory (plan)$12,870
MARCUM WEALTH · Consultingindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$14,118 · 0.22%
2023$28,886 · 0.55%
2022$25,630 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Ohio

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Source: U.S. Department of Labor, Form 5500 series, EIN 346565185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.