Plan Ledger DOL Form 5500 · updated monthly

Community Health Alliance403(b)

COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN · FAIRFIELD, OH · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Community Health Alliance reported $17,570 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $5,543 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 0.19% to 0.51%. 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 Ohio (2,766th of 3,295), and 8,855th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 182 to 21 since 2022.

Plan summary
Net assets, end of year$3,575,583
Participants with balances239
Active participants21
Employer contributions$116,406
Employee contributions$170,276
Employer contribution per active participant$5,543
Average account balance$14,961
Benefits paid to participants$399,140
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 239 accts · $116K emplr
2023$3.3M · 285 accts · $92K emplr
2022$3.1M · 308 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,570
Total administrative$17,570
Employer contributions to the Community Health Alliance plan · 2024
Employer contribution per active participant$5,543
Median for plans this size$1,313
2024$5,543 per active participant
2023$523 per active participant
2022$1,044 per active participant

Community Health Alliance's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
THE VANGUARD GROUP, INC. · Recordkeeping$17,570

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$17,570 · 0.51%
2023$7,695 · 0.24%
2022$5,320 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
R H D D Inc. OH$3.7M · 0.55%
Aspen Therapy, LLC OH$3.7M · 1.01%
Buckeye Home Health Care OH$3.6M · 0.76%
Elmwood of Fremont, LTD. OH$3.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814104722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.