Plan Ledger DOL Form 5500 · updated monthly

National Council for Behavioral Health403(b)

NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

National Council for Behavioral Health reported $119,168 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $9,222 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 0.37% to 0.41%. 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 237th-largest of 618 plans among District of Columbia employers on file, and the 657th of 3,341 in other services. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 216 to 283 since 2022.

Plan summary
Net assets, end of year$32,742,871
Participants with balances353
Active participants283
Employer contributions$2,609,796
Employee contributions$2,757,151
Employer contribution per active participant$9,222
Average account balance$92,756
Benefits paid to participants$2,321,632
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS P. C.
Plan history3
Yearassets · accounts · employer contribution
2024$32.7M · 353 accts · $2.6M emplr
2023$25.2M · 329 accts · $2.0M emplr
2022$17.4M · 285 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,168
Total administrative$119,168
Employer contributions to the National Council for Behavioral Health plan · 2024
Employer contribution per active participant$9,222
Median for plans this size$2,416
2024$9,222 per active participant
2023$8,000 per active participant
2022$8,066 per active participant

National Council for Behavioral Health's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$119,167
PRINCIPAL SECURITIES INC · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$119,168 · 0.41%
2023$83,534 · 0.39%
2022$68,224 · 0.37%
Same employer
Similar plansOther Services · District of Columbia
Pathfinder International DC$32.4M · 0.12%
U. B. C. J. of America DC$31.9M · 0.01%
Iaff Fire Fighters DC$30.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237092671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.