Plan Ledger DOL Form 5500 · updated monthly

Miami Valley Community Action Partnership401(k)

MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP 401(K) RETIREMENT PLAN · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Miami Valley Community Action Partnership reported $16,370 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $959 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 0.78% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (3,019th of 3,295), and 2,859th of 3,341 in other services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,006,354
Participants with balances102
Active participants93
Employer contributions$89,226
Employee contributions$168,434
Employer contribution per active participant$959
Average account balance$19,670
Benefits paid to participants$238,085
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 102 accts · $89K emplr
2023$1.8M · 105 accts · $92K emplr
2022$1.7M · 110 accts · $87K emplr
The Miami Valley Community Action Partnership 401(k) match · 2024
Employer contribution per active participant$959
Median for plans this size$1,313
2024$959 per active participant
2023$1,019 per active participant
2022$942 per active participant

Miami Valley Community Action Partnership's 2024 employer contribution ran below the $1,313 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
RETIREMENT STRATEGIES, LTD · Investment advisory (participants)$6,632

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$16,370 · 0.86%
2023$14,564 · 0.82%
2022$13,801 · 0.78%
Similar plansOther Services · Ohio
Mirac, LLC OH$1.9M · 1.23%
Janitorial Services, Inc. OH$1.9M · 1.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310709198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.