Plan Ledger DOL Form 5500 · updated monthly

Paratransit, Inc.403(b)

PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN · SACRAMENTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.28%

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

Paratransit, Inc. reported $18,947 in plan administrative expenses for 2022: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,556 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,418th of 9,483), and 1,424th of 2,677 in transportation & warehousing. In 2022, the employer put in $4.98 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,754,166
Participants with balances75
Active participants69
Employer contributions$383,342
Employee contributions$76,940
Employer contribution per active participant$5,556
Average account balance$90,056
Benefits paid to participants$1,372,002
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Administrative expenses, itemized · 2022
Investment management$18,947
Total administrative$18,947
Employer contributions to the Paratransit, Inc. plan · 2022
Employer contribution per active participant$5,556
Median for plans this size$1,114

Paratransit, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,947 · 0.28%
Same employer
Similar plansTransportation & Warehousing · California
Winedirect, Inc. CA$6.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942519965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.