Plan Ledger DOL Form 5500 · updated monthly

Jewish Community Center of Orange County403(b)

JEWISH COMMUNITY CENTER OF ORANGE COUNTY RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Jewish Community Center of Orange County reported $14,283 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $523 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (6,633rd of 9,483), and 1,322nd of 2,534 in administrative & support services. In 2022, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,111,406
Participants with balances98
Active participants304
Employer contributions$158,994
Employee contributions$395,584
Employer contribution per active participant$523
Average account balance$62,361
Benefits paid to participants$355,055
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,283
Total administrative$14,283
Employer contributions to the Jewish Community Center of Orange County plan · 2022
Employer contribution per active participant$523
Median for plans this size$1,114

Jewish Community Center of Orange County's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,283 · 0.21%
Similar plansAdministrative & Support Services · California
Pro-Spectus, Inc. CA$6.2M · 0.20%
Adonis Health Inc. CA$6.0M · 0.92%
Fn Tech CA$5.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330016661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.