Plan Ledger DOL Form 5500 · updated monthly

Critical Path Institute403(b)

CRITICAL PATH INSTITUTE 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Critical Path Institute reported $2,760 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,281 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 308th-largest of 1,285 plans among Arizona employers on file, and the 4,613th of 11,654 in professional & technical services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,059,191
Participants with balances187
Active participants152
Employer contributions$1,410,748
Employee contributions$1,688,341
Employer contribution per active participant$9,281
Average account balance$139,354
Benefits paid to participants$2,518,905
Plan auditUnmodified (clean) audit opinion
AuditorBEACH, FLEISCHMAN & CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 187 accts · $1.4M emplr
2023$22.4M · 181 accts · $1.3M emplr
2022$17.8M · 169 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,760
Total administrative$2,760
Employer contributions to the Critical Path Institute plan · 2024
Employer contribution per active participant$9,281
Median for plans this size$2,416
2024$9,281 per active participant
2023$8,493 per active participant
2022$7,468 per active participant

Critical Path Institute's 2024 employer contribution ran above the $2,416 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
ASCENSUS LLC · Loan processing · Recordkeeping$2,760

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$2,760 · 0.01%
2023$838 · 0.00%
2022$660 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Arizona
Cyracom International, Inc. AZ$28.4M · 0.79%
Eps Group, Inc. AZ$26.9M · 0.40%
Westland Resources, Inc. AZ$26.7M · 0.00%
Unicon, Inc. AZ$25.9M · 0.24%
Cps, Inc. AZ$23.7M · 0.63%
Rider Levett Bucknall LTD AZ$23.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201991334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.