Plan Ledger DOL Form 5500 · updated monthly

Comprehensive Mental Health Center of Tacoma-Pierce County403(b)

COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY 403 (B) RETIREMENT PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Comprehensive Mental Health Center of Tacoma-Pierce County reported $37,529 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,178 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 fell from 0.47% to 0.27%. 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 Washington (871st of 1,714), and the 4,603rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.88 for every $1.00 employees contributed themselves; active participation has shrunk from 394 to 267 since 2022.

Plan summary
Net assets, end of year$14,405,232
Participants with balances199
Active participants267
Employer contributions$848,433
Employee contributions$451,218
Employer contribution per active participant$3,178
Average account balance$72,388
Benefits paid to participants$1,863,111
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 199 accts · $848K emplr
2023$13.6M · 79 accts · $764K emplr
2022$11.7M · 199 accts · $694K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,454
Total administrative$37,529
Employer contributions to the Comprehensive Mental Health Center of Tacoma-Pierce County plan · 2024
Employer contribution per active participant$3,178
Median for plans this size$2,416
2024$3,178 per active participant
2023$1,772 per active participant
2022$1,760 per active participant

Comprehensive Mental Health Center of Tacoma-Pierce County'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 · 20244
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$12,000
PENTEGRA SERVICES, INC · Contract administrator$3,401
TRUTINA FINANCIAL · Investment advisory (plan)$2,652

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$37,529 · 0.27%
2023$68,369 · 0.54%
2022$59,143 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Tri-Cities Community Health WA$14.8M · 0.50%
Body Contour Centers, LLC WA$14.3M · 1.45%
Seattle Indian Health Board WA$14.1M · 0.09%
Solid Ground Washington WA$13.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910854239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.