Plan Ledger DOL Form 5500 · updated monthly

Community Blood Center, Inc.403(b)

COMMUNITY BLOOD CENTER, INC. 403(B) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Community Blood Center, Inc. reported $66,714 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,508 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,068th of 1,936), and the 4,566th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 174 to 211 since 2022.

Plan summary
Net assets, end of year$14,635,717
Participants with balances257
Active participants211
Employer contributions$529,187
Employee contributions$839,986
Employer contribution per active participant$2,508
Average account balance$56,948
Benefits paid to participants$2,756,599
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 257 accts · $529K emplr
2023$14.1M · 261 accts · $454K emplr
2022$11.4M · 218 accts · $387K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,078
Trustee / custodial$60,636
Total administrative$66,714
Employer contributions to the Community Blood Center, Inc. plan · 2024
Employer contribution per active participant$2,508
Median for plans this size$2,416
2024$2,508 per active participant
2023$2,217 per active participant
2022$2,226 per active participant

Community Blood Center, Inc.'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 · 20242
FIRST BUSINESS TRUST & INVESTMENTS · Trustee$66,714

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$66,714 · 0.46%
2023$58,647 · 0.46%
2022$62,800 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Prn Health Services, Inc. WI$14.7M · 1.42%
Covenant Healthcare,Llc WI$12.9M · 0.54%
Social Current WI$12.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390906273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.