Plan Ledger DOL Form 5500 · updated monthly

Community Action of Southeast Iowa403(b)

COMMUNITY ACTION 403(B) PLAN · BURLINGTON, IA · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Community Action of Southeast Iowa reported $137 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $643 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 Iowa (760th of 878), and 9,090th of 11,911 in health care & social assistance. In 2022, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,226,522
Participants with balances38
Active participants110
Employer contributions$70,763
Employee contributions$68,404
Employer contribution per active participant$643
Average account balance$84,908
Benefits paid to participants$205,223
Plan auditDisclaimer of opinion
AuditorMERIWETHER, WILSON AND COMPANY PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$137
Total administrative$137
Employer contributions to the Community Action of Southeast Iowa plan · 2022
Employer contribution per active participant$643
Median for plans this size$1,114

Community Action of Southeast Iowa's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$137 · 0.00%
Similar plansHealth Care & Social Assistance · Iowa
Nishna Productions, Inc. IA$3.3M · 0.86%
Foundation 2, Inc. IA$2.9M · 1.35%
Family Resources, Inc. IA$2.8M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420923961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.