Plan Ledger DOL Form 5500 · updated monthly

Foxdale Village Corporation403(b)

FOXDALE VILLAGE 403(B) · STATE COLLEGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Foxdale Village Corporation reported $44,057 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,085 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 0.26% to 0.41%. 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 Pennsylvania (2,155th of 3,651), and the 5,308th of 11,911 in health care & social assistance. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,448,295
Participants with balances356
Active participants212
Employer contributions$441,962
Employee contributions$448,812
Employer contribution per active participant$2,085
Average account balance$32,158
Benefits paid to participants$682,140
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 356 accts · $442K emplr
2023$10.0M · 312 accts · $414K emplr
2022$8.7M · 292 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,057
Total administrative$44,057
Employer contributions to the Foxdale Village Corporation plan · 2024
Employer contribution per active participant$2,085
Median for plans this size$2,416
2024$2,085 per active participant
2023$2,301 per active participant
2022$1,900 per active participant

Foxdale Village Corporation'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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$1,365
USI SECURITIES INCindirect comp
THE PARAGON ALLIANCE GROUP LLC · Contract administratorindirect comp

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$44,057 · 0.41%
2023$20,162 · 0.22%
2022$26,029 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Philadelphia Works, Inc. PA$11.7M · 0.53%
Waverly Heights, LTD PA$11.4M · 0.03%
Clarion Hospital PA$11.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251542218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.