Plan Ledger DOL Form 5500 · updated monthly

Community Living Alliance, Inc.403(b)

COMMUNITY LIVING ALLIANCE 403(B) PLAN · MADISON, WI · plan year 2023

Reported admin expense ratio · 2023
1.05%

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

Community Living Alliance, Inc. reported $30,395 in plan administrative expenses for 2023: 1.05% of average plan assets, higher than ~75% of peers. Employer contributions averaged $63 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 has held roughly steady near 1.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,759th of 1,936), and 9,150th of 11,911 in health care & social assistance. In 2023, employees put in $10.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,145,792
Participants with balances97
Active participants324
Employer contributions$20,517
Employee contributions$209,086
Employer contribution per active participant$63
Average account balance$32,431
Benefits paid to participants$198,172
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history2
Yearassets · accounts · employer contribution
2023$3.1M · 97 accts · $21K emplr
2022$2.6M · 107 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,563
Investment management$12,509
Total administrative$30,395
Employer contributions to the Community Living Alliance, Inc. plan · 2023
Employer contribution per active participant$63
Median for plans this size$1,308

Community Living Alliance, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PARK CAPITAL MANAGEMENT LLC · Investment advisory (plan)$11,321
EMPOWER ADVISORY GROUP, LLC · Investment management$1,188
PREMIER RETIREMENT PARTNERS LLC$323

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

Administrative cost history2
2023$30,395 · 1.05%
2022$33,287 · 1.11%
Similar plansHealth Care & Social Assistance · Wisconsin
Rcs Empowers, Inc. WI$3.2M · 0.79%
S and J Home Care, LLC WI$3.2M · 1.00%
Society's Assets, Inc. WI$3.2M · 0.02%
Varc, Inc. WI$2.9M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391889252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.