Plan Ledger DOL Form 5500 · updated monthly

Kendal-Crosslands Communities403(b)

KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN · KENNETT SQUARE, PA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Kendal-Crosslands Communities reported $165,164 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,930 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 has held roughly steady near 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,088th-largest of 3,651 plans among Pennsylvania employers on file, and the 647th of 3,341 in other services. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,372,947
Participants with balances922
Active participants778
Employer contributions$1,501,628
Employee contributions$1,701,610
Employer contribution per active participant$1,930
Average account balance$36,196
Benefits paid to participants$1,353,420
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG OAKES BROWN & CO, PC
Plan history2
Yearassets · accounts · employer contribution
2024$33.4M · 922 accts · $1.5M emplr
2023$27.8M · 836 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,673
Investment management$15,496
Total administrative$165,164
Employer contributions to the Kendal-Crosslands Communities plan · 2024
Employer contribution per active participant$1,930
Median for plans this size$2,416
2024$1,930 per active participant
2023$2,445 per active participant

Kendal-Crosslands Communities'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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$114,673
WILSHIRE ASSOCIATES INC. · Named fiduciary$15,496

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history2
2024$165,164 · 0.54%
2023$133,754 · 0.56%
Same employer
Similar plansOther Services · Pennsylvania
Phoebe-Devitt Homes PA$39.5M · 0.44%
Nutrisystem Inc. PA$36.6M · 0.59%
Oncology Nursing Society PA$32.2M · 0.26%
Parkway Corporation PA$30.6M · 0.40%
Aaa Central Penn PA$29.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231906212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.