Plan Ledger DOL Form 5500 · updated monthly

National Youth Advocate Program401(k)

NATIONAL YOUTH ADVOCATE PROGRAM 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

National Youth Advocate Program reported $160,972 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $529 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. 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 1,088th-largest of 3,295 plans among Ohio employers on file, and the 3,094th of 11,911 in health care & social assistance. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 1,501 to 3,064 since 2022.

Plan summary
Net assets, end of year$25,878,015
Participants with balances1,234
Active participants3,064
Employer contributions$1,621,173
Employee contributions$2,847,472
Employer contribution per active participant$529
Average account balance$20,971
Benefits paid to participants$1,865,689
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SCHAFFER, HACKETT & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 1,234 accts · $1.6M emplr
2023$20.1M · 872 accts · $1.1M emplr
2022$15.5M · 650 accts · $894K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,099
Investment management$53,724
Trustee / custodial$9,149
Total administrative$160,972
The National Youth Advocate Program 401(k) match · 2024
Employer contribution per active participant$529
Median for plans this size$2,416
2024$529 per active participant
2023$553 per active participant
2022$595 per active participant

National Youth Advocate Program'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 · 20243
SCHNEIDER DOWNS RET. SOLUTIONS · Recordkeeping$98,099
SCHNEIDER DOWNS WEALTH MGMT ADV · Investment advisory (participants) · Investment advisory (plan)$53,724
CHARLES SCHWAB TRUST COMPANY · Custodial (securities) · Trustee$9,149

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

Recordkeeper by year2
2024SCHNEIDER DOWNS RET. SOLUTIONS
2023SCHNEIDER DOWNS RET. SOLUTIONS

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Administrative cost history3
2024$160,972 · 0.70%
2023$117,840 · 0.66%
2022$109,912 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Community Health Care, Inc. OH$25.2M · 0.12%
Brightview, LLC OH$24.7M · 0.98%
Hospice of Northwest Ohio OH$24.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341404302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.