Plan Ledger DOL Form 5500 · updated monthly

Goodwill of North Georgia, Inc403(b)

GOODWILL OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN · DECATUR, GA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Goodwill of North Georgia, Inc reported $26,634 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $441 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 fell from 0.17% to 0.10%. 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 the 708th-largest of 2,160 plans among Georgia employers on file, and the 2,917th of 11,911 in health care & social assistance. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 3,083 to 3,514 since 2022.

Plan summary
Net assets, end of year$27,901,307
Participants with balances1,708
Active participants3,514
Employer contributions$1,548,831
Employee contributions$2,153,832
Employer contribution per active participant$441
Average account balance$16,336
Benefits paid to participants$2,288,990
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 1,708 accts · $1.5M emplr
2023$24.4M · 1,501 accts · $1.4M emplr
2022$21.3M · 1,462 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,634
Total administrative$26,634
Employer contributions to the Goodwill of North Georgia, Inc plan · 2024
Employer contribution per active participant$441
Median for plans this size$2,416
2024$441 per active participant
2023$398 per active participant
2022$404 per active participant

Goodwill of North Georgia, Inc's 2024 employer contribution ran below the $2,416 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.

Service providers · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$21,609
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$5,025

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$26,634 · 0.10%
2023$27,861 · 0.12%
2022$36,172 · 0.17%
Similar plansHealth Care & Social Assistance · Georgia
Au Medical Associates GA$29.8M · 0.00%
In Compass Health, Inc GA$29.3M · 0.43%
Ent of Georgia, LLC GA$25.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208351046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.