Plan Ledger DOL Form 5500 · updated monthly

Community Action of Orleans and Genesee, Inc.DC plan

403(B) THRIFT PLAN OF COMMUNITY ACTION OF ORLEANS AND GENESEE, INC. · ALBION, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Community Action of Orleans and Genesee, Inc. reported $1,514 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $951 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 3 years on file its reported administrative ratio has held roughly steady near 0.037%. 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 New York (4,592nd of 5,648), and 8,245th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,456,643
Participants with balances127
Active participants103
Employer contributions$97,925
Employee contributions$175,815
Employer contribution per active participant$951
Average account balance$35,092
Benefits paid to participants$199,515
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 127 accts · $98K emplr
2023$3.8M · 135 accts · $87K emplr
2022$3.2M · 132 accts · $84K emplr
Employer contributions to the Community Action of Orleans and Genesee, Inc. plan · 2024
Employer contribution per active participant$951
Median for plans this size$1,313
2024$951 per active participant
2023$628 per active participant
2022$744 per active participant

Community Action of Orleans and Genesee, 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,993

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$1,514 · 0.04%
2023$856 · 0.02%
2022$1,377 · 0.04%
Similar plansHealth Care & Social Assistance · New York
Ultimate Care, Inc. NY$4.5M · 0.43%
At Home Care, Inc. NY$4.5M · 0.03%
Horizon Health Care NY$4.4M · 0.76%
Special Touch Cdpap, Inc NY$4.4M · 2.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 166059252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.