Plan Ledger DOL Form 5500 · updated monthly

Dubois Continuum of Care Community, Inc.403(b)

DUBOIS CONTINUUM OF CARE COMMUNITY, INC. 403(B) PLAN · DUBOIS, PA · plan year 2023

Reported admin expense ratio · 2023
1.29%

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

Dubois Continuum of Care Community, Inc. reported $27,372 in plan administrative expenses for 2023: 1.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $98 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 rose from 1.21% to 1.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,305th of 3,651), and 9,839th of 11,911 in health care & social assistance. In 2023, employees put in $6.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,245,523
Participants with balances92
Active participants201
Employer contributions$19,764
Employee contributions$138,096
Employer contribution per active participant$98
Average account balance$24,408
Benefits paid to participants$195,519
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.2M · 92 accts · $20K emplr
2022$2.0M · 104 accts · $19K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,241
Investment management$7,091
Total administrative$27,372
Employer contributions to the Dubois Continuum of Care Community, Inc. plan · 2023
Employer contribution per active participant$98
Median for plans this size$1,308
2023$98 per active participant
2022$103 per active participant

Dubois Continuum of Care Community, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$7,091
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$4,454

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

Administrative cost history2
2023$27,372 · 1.29%
2022$26,992 · 1.21%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Lafayette Manor, Inc. PA$2.3M · 0.23%
The Summit School, Inc. PA$2.3M · 0.04%
Wes Health System PA$2.2M · 0.95%
Grove Dental Group PA$2.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251352326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.