Plan Ledger DOL Form 5500 · updated monthly

Eliot Community Human Services, Inc.401(k)

ELIOT COMMUNITY HUMAN SERVICES, INC. 401(K) PLAN · LEXINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Eliot Community Human Services, Inc. reported $186,307 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $389 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 0.08% to 0.49%. 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 811th-largest of 2,726 plans among Massachusetts employers on file, and the 2,200th of 11,911 in health care & social assistance. In 2024, employees put in $5.54 for every $1.00 the employer contributed; active participation has grown from 1,629 to 1,999 since 2022.

Plan summary
Net assets, end of year$41,004,001
Participants with balances1,169
Active participants1,999
Employer contributions$777,793
Employee contributions$4,311,755
Employer contribution per active participant$389
Average account balance$35,076
Benefits paid to participants$4,558,909
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.0M · 1,169 accts · $778K emplr
2023$35.7M · 1,098 accts · $745K emplr
2022$28.5M · 954 accts · $622K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,884
Investment management$86,423
Total administrative$186,307
The Eliot Community Human Services, Inc. 401(k) match · 2024
Employer contribution per active participant$389
Median for plans this size$2,416
2024$389 per active participant
2023$396 per active participant
2022$382 per active participant

Eliot Community Human Services, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
COMMONWEALTH EQUITY SERVICES · Investment advisory (plan)$44,145
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$42,278

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$186,307 · 0.49%
2023$90,008 · 0.28%
2022$22,923 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Lfb USA, Inc. MA$42.3M · 0.15%
Apderm Management LLC MA$39.3M · 0.34%
Community Teamwork Inc. MA$37.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042316924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.