Plan Ledger DOL Form 5500 · updated monthly

Northwestern Ohio Community Action Commission403(b)

NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION TAX SHELTERED ANNUITY PLAN · DEFIANCE, OH · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Northwestern Ohio Community Action Commission reported $26,711 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $1,242 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 0.11% to 0.51%. 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 Ohio (2,455th of 3,295), and 7,534th of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 143 to 172 since 2022.

Plan summary
Net assets, end of year$5,680,584
Participants with balances139
Active participants172
Employer contributions$213,635
Employee contributions$307,118
Employer contribution per active participant$1,242
Average account balance$40,868
Benefits paid to participants$371,247
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SCHAEFFER, HACKETT & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 139 accts · $214K emplr
2023$4.9M · 146 accts · $190K emplr
2022$3.9M · 150 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,183
Investment management$2,528
Total administrative$26,711
Employer contributions to the Northwestern Ohio Community Action Commission plan · 2024
Employer contribution per active participant$1,242
Median for plans this size$1,313
2024$1,242 per active participant
2023$1,586 per active participant
2022$1,149 per active participant

Northwestern Ohio Community Action Commission'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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$20,527
WILSHIRE ASSOCIATES INC. · Named fiduciary$2,528

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,711 · 0.51%
2023$7,233 · 0.16%
2022$4,394 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Koinonia Homes, Inc. OH$5.9M · 0.03%
Hennis Care Centre, Inc. OH$5.7M · 0.64%
R&F, Inc. OH$5.7M · 0.22%
Summa Rehab Hospital OH$5.6M · 0.88%
The Wesley Communities OH$5.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340971599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.