Plan Ledger DOL Form 5500 · updated monthly

Evergreen Treatment Services403(b)

EVERGREEN TREATMENT SERVICES 403(B) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Evergreen Treatment Services reported $118,049 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,689 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 0.40% to 0.99%. 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 among the smaller plans on file in Washington (921st of 1,714), and the 4,920th of 11,911 in health care & social assistance. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,966,810
Participants with balances389
Active participants316
Employer contributions$533,733
Employee contributions$1,468,894
Employer contribution per active participant$1,689
Average account balance$33,334
Benefits paid to participants$1,175,399
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 389 accts · $534K emplr
2023$10.9M · 409 accts · $441K emplr
2022$8.3M · 361 accts · $365K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,049
Total administrative$118,049
Employer contributions to the Evergreen Treatment Services plan · 2024
Employer contribution per active participant$1,689
Median for plans this size$2,416
2024$1,689 per active participant
2023$1,072 per active participant
2022$1,209 per active participant

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

Service providers · 20245
BENSLER LLC · Investment advisory (plan)$23,910
LPL FINANCIAL · Investment advisory (plan)$23,802
ASCENSUS HOLDINGS INC · Contract administrator$10,028
EMPOWER ADVISORY GROUP, LLC · Investment management$8,873

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$118,049 · 0.99%
2023$48,002 · 0.50%
2022$35,745 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Body Contour Centers, LLC WA$14.3M · 1.45%
Seattle Indian Health Board WA$14.1M · 0.09%
Solid Ground Washington WA$13.4M · 0.33%
Aesthetic Physicians P.C. WA$12.5M · 0.62%
Hospice of Spokane WA$12.2M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 910903529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.