Plan Ledger DOL Form 5500 · updated monthly

Community Counseling of Bristol County, Inc.403(b)

COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN · TAUNTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.66%

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

Community Counseling of Bristol County, Inc. reported $186,736 in plan administrative expenses for 2025: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,514 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 4 years on file its reported administrative ratio has held roughly steady near 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 973rd-largest of 2,726 plans among Massachusetts employers on file, and the 2,659th of 11,911 in health care & social assistance. In 2025, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,550,730
Participants with balances882
Active participants690
Employer contributions$1,734,840
Employee contributions$2,147,176
Employer contribution per active participant$2,514
Average account balance$35,772
Benefits paid to participants$1,840,492
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$31.6M · 882 accts · $1.7M emplr
2024$25.2M · 944 accts · $1.3M emplr
2023$21.0M · 931 accts · $1.3M emplr
2022$17.5M · 981 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$180,515
Investment management$2,520
Total administrative$186,736
Employer contributions to the Community Counseling of Bristol County, Inc. plan · 2025
Employer contribution per active participant$2,514
Median for plans this size$2,666
2025$2,514 per active participant
2024$1,878 per active participant
2023$1,728 per active participant
2022$1,619 per active participant

Community Counseling of Bristol County, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CAMBRIDGE INVESTMENT RESEARCH · Securities brokerageindirect comp
AEGIS RETIREMENT PARTNERS, LLC · Other servicesindirect comp

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

Administrative cost history4
2025$186,736 · 0.66%
2024$154,090 · 0.67%
2023$136,141 · 0.71%
2022$114,229 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Editas Medicine, Inc. MA$32.2M · 0.04%
St. Ann's Home, Inc. MA$31.6M · 0.31%
Valley Medical Group, P.C. MA$31.4M · 0.20%
Integritus Healthcare MA$31.1M · 0.60%
Servicenet, Inc. MA$30.7M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043035697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.