Plan Ledger DOL Form 5500 · updated monthly

Encompass Community Services403(b)

ENCOMPASS COMMUNITY SERVICES 403(B) PLAN · SANTA CRUZ, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Encompass Community Services reported $147 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $273 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 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,116th of 9,483), and 6,593rd of 11,911 in health care & social assistance. In 2024, employees put in $3.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,678,421
Participants with balances277
Active participants341
Employer contributions$92,964
Employee contributions$338,079
Employer contribution per active participant$273
Average account balance$27,720
Benefits paid to participants$558,540
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 277 accts · $93K emplr
2023$7.1M · 274 accts · $87K emplr
2022$5.9M · 265 accts · $20K emplr
Employer contributions to the Encompass Community Services plan · 2024
Employer contribution per active participant$273
Median for plans this size$1,313
2024$273 per active participant
2023$235 per active participant
2022$59 per active participant

Encompass Community Services's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$147 · 0.00%
2023Not separately reported
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · California
Town and Country Manor CA$7.8M · 0.03%
Center for Human Services CA$7.7M · 0.66%
Rollinsnelson Grp, LLC CA$7.7M · 0.99%
Villa Esperanza Services CA$7.6M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237275290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.