Plan Ledger DOL Form 5500 · updated monthly

Oriana House, Inc.403(b)

ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN · AKRON, OH · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Oriana House, Inc. reported $108,622 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $844 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 0.43% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,145th-largest of 3,295 plans among Ohio employers on file, and the 522nd of 2,534 in administrative & support services. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,486,561
Participants with balances427
Active participants798
Employer contributions$673,374
Employee contributions$1,257,725
Employer contribution per active participant$844
Average account balance$57,346
Benefits paid to participants$1,771,388
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 427 accts · $673K emplr
2023$21.6M · 445 accts · $609K emplr
2022$18.1M · 446 accts · $589K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,622
Total administrative$108,622
Employer contributions to the Oriana House, Inc. plan · 2024
Employer contribution per active participant$844
Median for plans this size$2,416
2024$844 per active participant
2023$778 per active participant
2022$751 per active participant

Oriana House, Inc.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$47,559
ONEDIGITAL INVESTMENT ADVISORS · 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$108,622 · 0.47%
2023$82,419 · 0.42%
2022$85,481 · 0.43%
Same employer
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Vns Federal Services, LLC OH$34.1M · 0.22%
Trustaff Management, Inc. OH$32.1M · 0.52%
Divisions, Inc. OH$30.4M · 0.35%
Unifund Ccr, LLC OH$14.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341334919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.