Plan Ledger DOL Form 5500 · updated monthly

Ettie Lee Youth and Family Services403(b)

ETTIE LEE YOUTH & FAMILY SERVICES 403B RETIREMENT SAVINGS PLAN · BALDWIN PARK, CA · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Ettie Lee Youth and Family Services reported $9,168 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. Employer contributions averaged $207 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 health care & social assistance employers. By assets it is among the smaller plans on file in California (8,442nd of 9,483), and 10,290th of 11,911 in health care & social assistance. In 2022, employees put in $4.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,711,031
Participants with balances31
Active participants96
Employer contributions$19,842
Employee contributions$82,764
Employer contribution per active participant$207
Average account balance$55,195
Benefits paid to participants$194,721
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$168
Investment management$9,000
Total administrative$9,168
Employer contributions to the Ettie Lee Youth and Family Services plan · 2022
Employer contribution per active participant$207
Median for plans this size$1,114

Ettie Lee Youth and Family Services's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,168 · 0.48%
Similar plansHealth Care & Social Assistance · California
Soledad Enrichment Action CA$1.7M · 0.11%
Valley Critter Care, Inc. CA$1.7M · 0.84%
Mission de la Casa CA$1.7M · 0.67%
Remi Vista, Inc. CA$1.7M · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951949862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.