Plan Ledger DOL Form 5500 · updated monthly

Community Action Organization of Scioto County, Inc.403(b)

C.A.O. OF SCIOTO COUNTY 403(B) PLAN · PORTSMOUTH, OH · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Community Action Organization of Scioto County, Inc. reported $39,321 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $845 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 0.39% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,109th of 3,295), and 1,776th of 3,341 in other services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has grown from 187 to 358 since 2022.

Plan summary
Net assets, end of year$8,806,614
Participants with balances437
Active participants358
Employer contributions$302,428
Employee contributions$279,380
Employer contribution per active participant$845
Average account balance$20,152
Benefits paid to participants$939,414
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 437 accts · $302K emplr
2023$8.1M · $297K emplr
2022$7.1M · 219 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,321
Total administrative$39,321
Employer contributions to the Community Action Organization of Scioto County, Inc. plan · 2024
Employer contribution per active participant$845
Median for plans this size$1,313
2024$845 per active participant
2023$934 per active participant
2022$1,440 per active participant

Community Action Organization of Scioto 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 · 20241

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

Administrative cost history3
2024$39,321 · 0.46%
2023$34,490 · 0.45%
2022$30,600 · 0.39%
Similar plansOther Services · Ohio
Cincinnati Nature Center OH$8.9M · 0.08%
Freestore Foodbank Inc. OH$8.9M · 0.99%
Rocking Horse Center OH$8.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310718622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.