Plan Ledger DOL Form 5500 · updated monthly

Field Home-Holy Comforter403(b)

FIELD HOME 403(B) RETIREMENT PLAN · CORTLANDT MANOR, NY · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Field Home-Holy Comforter reported $29,766 in plan administrative expenses for 2023: 0.31% of average plan assets, below the peer median. Employer contributions averaged $3,220 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 3 years on file its reported administrative ratio has held roughly steady near 0.308%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,603rd of 5,648), and the 1,643rd of 3,341 in other services. In 2023, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,060,258
Participants with balances167
Active participants4
Employer contributions$12,878
Employee contributions$30,800
Employer contribution per active participant$3,220
Average account balance$60,241
Benefits paid to participants$391,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 163 accts · $17K emplr
2023$10.1M · 167 accts · $13K emplr
2022$9.4M · 180 accts · $7K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,766
Total administrative$29,766
Employer contributions to the Field Home-Holy Comforter plan · 2023
Employer contribution per active participant$3,220
Median for plans this size$1,308
2024$4,156 per active participant
2023$3,220 per active participant
2022$1,802 per active participant

Field Home-Holy Comforter's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 · 20232
BPAS · Claims processing · Recordkeeping$12,593
ASPIRE ADVISORS · Investment advisory (participants) · Investment advisory (plan)$17,681

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

Recordkeeper by year2
2024BPAS
2023BPAS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,592 · 0.31%
2023$29,766 · 0.31%
2022$32,964 · 0.31%
Similar plansOther Services · New York
The Bridge, Inc. NY$10.2M · 0.05%
The Mind Gym USA Inc NY$10.2M · 0.19%
Vp Compliance Holdings, LLC NY$10.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131740107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.