Plan Ledger DOL Form 5500 · updated monthly

Northeast PA Center for Independent Living403(b)

NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN · SCRANTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Northeast PA Center for Independent Living reported $30,161 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.75% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,305th of 3,651), and the 5,762nd of 11,911 in health care & social assistance. active participation has grown from 118 to 143 since 2022.

Plan summary
Net assets, end of year$9,810,984
Participants with balances166
Active participants143
Employer contributions$0
Employee contributions$719,199
Employer contribution per active participant$0
Average account balance$59,102
Benefits paid to participants$290,556
Plan auditUnmodified (clean) audit opinion
AuditorKOHANSKI & CO PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 166 accts
2023$8.1M · 161 accts · $392K emplr
2022$6.4M · 155 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,603
Total administrative$30,161
Employer contributions to the Northeast PA Center for Independent Living plan · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$2,951 per active participant
2022$3,516 per active participant

Northeast PA Center for Independent Living's 2024 employer contribution ran below the $1,313 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$25,603

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$30,161 · 0.34%
2023$66,538 · 0.91%
2022$43,046 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Passavant Memorial Homes PA$10.0M · 0.95%
Accord Health Service, Inc. PA$10.0M · 0.36%
Fairmount Homes PA$9.8M · 1.17%
Drugscan, Inc. PA$9.7M · 0.55%
Visioncorps PA$9.7M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232525528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.