Plan Ledger DOL Form 5500 · updated monthly

Cumberland Valley Analytical S401(k)

CUMBERLAND VALLEY ANALYTICAL S 401(K) PROFIT SHARING PLAN & TRUST · WAYNESBORO, PA · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Cumberland Valley Analytical S reported $12,547 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $990 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,363rd of 3,651), and 10,903rd of 11,654 in professional & technical services. In 2022, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,939,889
Participants with balances81
Active participants90
Employer contributions$89,132
Employee contributions$153,419
Employer contribution per active participant$990
Average account balance$23,949
Benefits paid to participants$141,161
Plan auditUnmodified (clean) audit opinion
AuditorALBRIGHT CRUMBAACKER MOUL AND ITELL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,037
Investment management$9,510
Total administrative$12,547
The Cumberland Valley Analytical S 401(k) match · 2022
Employer contribution per active participant$990
Median for plans this size$1,114

Cumberland Valley Analytical S's 2022 employer contribution ran below 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 history1
2022$12,547 · 0.61%
Similar plansProfessional & Technical Services · Pennsylvania
Synergy Inspections, LLC PA$2.4M · 0.62%
Alpha Mills Corporation PA$2.1M · 1.21%
Hanes Erie, Inc. PA$1.9M · 0.95%
Moran Industries Inc PA$1.7M · 0.84%
Clark Laboratories, LLC PA$1.7M · 0.89%
Pvr Technologies, Inc. PA$1.6M · 0.88%
Noblesoft Solutions, Inc. PA$1.6M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521838796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.