Plan Ledger DOL Form 5500 · updated monthly

Cope Community Services, Inc.403(b)

COPE RETIREMENT 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Cope Community Services, Inc. reported $56,218 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,377 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 0.57% to 0.31%. 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 the 369th-largest of 1,285 plans among Arizona employers on file, and the 3,717th of 11,911 in health care & social assistance. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,790,662
Participants with balances508
Active participants391
Employer contributions$1,320,428
Employee contributions$1,103,690
Employer contribution per active participant$3,377
Average account balance$38,958
Benefits paid to participants$1,647,056
Plan auditUnmodified (clean) audit opinion
AuditorADDINGTON & ASSOCIATES, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 508 accts · $1.3M emplr
2023$16.7M · 583 accts · $1.3M emplr
2022$13.2M · 578 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,098
Total administrative$56,218
Employer contributions to the Cope Community Services, Inc. plan · 2024
Employer contribution per active participant$3,377
Median for plans this size$2,416
2024$3,377 per active participant
2023$3,255 per active participant
2022$3,139 per active participant

Cope Community Services, Inc.'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$56,098

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$56,218 · 0.31%
2023$50,775 · 0.34%
2022$79,212 · 0.57%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Accumen Inc. AZ$20.4M · 0.31%
Team Select Holding, LLC AZ$18.9M · 0.56%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860363717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.