Plan Ledger DOL Form 5500 · updated monthly

Community Treatment Incorporated403(b)

COMTREA, INC. 403(B) RETIREMENT PLAN · FESTUS, MO · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Community Treatment Incorporated reported $39,956 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,401 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 1 year on file its reported administrative ratio fell from 0.41% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (841st of 1,393), and the 5,656th of 11,911 in health care & social assistance. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,116,297
Participants with balances271
Active participants328
Employer contributions$459,669
Employee contributions$1,028,216
Employer contribution per active participant$1,401
Average account balance$37,330
Benefits paid to participants$1,909,975
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2023$55K · 1 accts · $9K emplr
2022$10.1M · 271 accts · $460K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$39,956
Total administrative$39,956
Employer contributions to the Community Treatment Incorporated plan · 2022
Employer contribution per active participant$1,401
Median for plans this size$1,114
2023$63 per active participant
2022$1,401 per active participant

Community Treatment Incorporated's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$14,136 · 0.28%
2022$39,956 · 0.41%
Similar plansHealth Care & Social Assistance · Missouri
Tutera Group Inc. MO$11.2M · 0.78%
Community Counseling Center MO$11.1M · 1.30%
Carestl Health MO$11.0M · 0.03%
Soh Dental LLC MO$10.3M · 0.63%
Community Living, Inc. MO$9.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362800788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.