Plan Ledger DOL Form 5500 · updated monthly

Hattie Larlham Center for Children With Disabilities dba Hattie Larlha403(b)

HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN · MANTUA, OH · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Hattie Larlham Center for Children With Disabilities dba Hattie Larlha reported $93,249 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $471 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 0.72%. 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 Ohio (1,657th of 3,295), and the 4,646th of 11,911 in health care & social assistance. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,157,286
Participants with balances385
Active participants1,048
Employer contributions$493,356
Employee contributions$1,212,420
Employer contribution per active participant$471
Average account balance$36,772
Benefits paid to participants$1,249,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 385 accts · $493K emplr
2023$11.9M · 350 accts · $346K emplr
2022$9.9M · 337 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,249
Total administrative$93,249
Employer contributions to the Hattie Larlham Center for Children With Disabilities dba Hattie Larlha plan · 2024
Employer contribution per active participant$471
Median for plans this size$2,416
2024$471 per active participant
2023$356 per active participant
2022$325 per active participant

Hattie Larlham Center for Children With Disabilities dba Hattie Larlha'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$93,248
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)indirect 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$93,249 · 0.72%
2023$75,037 · 0.69%
2022$71,214 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Pomerene Hospital OH$14.4M · 0.75%
Wayne Hospital Company OH$14.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340963865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.