Plan Ledger DOL Form 5500 · updated monthly

Madison Area Rehabilitation Centers Inc.403(b)

MARC DEVELOPMENT CENTERS DC RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Madison Area Rehabilitation Centers Inc. reported $4,519 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,114 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 1 year on file its reported administrative ratio rose from 0.00% to 0.04%. 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 Wisconsin (1,191st of 1,936), and the 5,211th of 11,911 in health care & social assistance. In 2024, the employer put in $2.62 for every $1.00 employees contributed themselves; active participation has shrunk from 97 to 77 since 2022.

Plan summary
Net assets, end of year$11,779,586
Participants with balances232
Active participants77
Employer contributions$316,773
Employee contributions$120,968
Employer contribution per active participant$4,114
Average account balance$50,774
Benefits paid to participants$441,954
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 232 accts · $317K emplr
2023$10.6M · 241 accts · $328K emplr
2022$8.5M · 227 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,519
Total administrative$4,519
Employer contributions to the Madison Area Rehabilitation Centers Inc. plan · 2024
Employer contribution per active participant$4,114
Median for plans this size$2,416
2024$4,114 per active participant
2023$3,954 per active participant
2022$3,604 per active participant

Madison Area Rehabilitation Centers Inc.'s 2024 employer contribution ran above 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 · 20241
TIAA · Investment advisory (plan)$3,264

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$4,519 · 0.04%
2023$4 · 0.00%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Curative Care Network, Inc. WI$12.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390968930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.