Plan Ledger DOL Form 5500 · updated monthly

Partnership Community Health Center403(b)

PARTNERSHIP COMMUNITY HEALTH CENTER 403(B) · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Partnership Community Health Center reported $39,557 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $2,380 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 0.31% to 0.55%. 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 Wisconsin (1,429th of 1,936), and 6,542nd of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,795,551
Participants with balances165
Active participants129
Employer contributions$307,037
Employee contributions$551,471
Employer contribution per active participant$2,380
Average account balance$47,246
Benefits paid to participants$517,746
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 165 accts · $307K emplr
2023$6.5M · 166 accts · $288K emplr
2022$5.2M · 183 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,557
Total administrative$39,557
Employer contributions to the Partnership Community Health Center plan · 2024
Employer contribution per active participant$2,380
Median for plans this size$1,313
2024$2,380 per active participant
2023$2,179 per active participant
2022$2,630 per active participant

Partnership Community Health Center's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$39,557

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$39,557 · 0.55%
2023$24,859 · 0.42%
2022$17,401 · 0.31%
Similar plansHealth Care & Social Assistance · Wisconsin
Clinicare Corporation WI$8.5M · 0.76%
Attic Angel Association WI$8.5M · 0.83%
Hunger Task Force, Inc. WI$8.3M · 0.11%
Family Health/La Clinica WI$7.7M · 0.78%
Elderspan Management, LLC WI$7.7M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202090446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.