Plan Ledger DOL Form 5500 · updated monthly

Marin Community Clinics403(b)

MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN · NOVATO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Marin Community Clinics reported $61,423 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,031 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 rose from 0.05% to 0.23%. 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 2,777th-largest of 9,483 plans among California employers on file, and the 2,879th of 11,911 in health care & social assistance. In 2024, employees put in $4.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,665,563
Participants with balances375
Active participants574
Employer contributions$592,027
Employee contributions$2,543,636
Employer contribution per active participant$1,031
Average account balance$76,442
Benefits paid to participants$2,654,227
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 375 accts · $592K emplr
2023$24.2M · 411 accts · $579K emplr
2022$19.9M · 358 accts · $472K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,318
Investment management$39,105
Total administrative$61,423
Employer contributions to the Marin Community Clinics plan · 2024
Employer contribution per active participant$1,031
Median for plans this size$2,416
2024$1,031 per active participant
2023$1,036 per active participant
2022$851 per active participant

Marin Community Clinics'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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$39,105

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$61,423 · 0.23%
2023$19,399 · 0.09%
2022$11,191 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · California
Workcare, Inc. CA$28.9M · 0.67%
Nvision Eye Centers, LLC CA$28.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942237120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.