Plan Ledger DOL Form 5500 · updated monthly

Partnership for Community Supports403(b)

PARTNERSHIP RETIREMENT PLAN · TREVOSE, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Partnership for Community Supports reported $1,692 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,850 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 0.032% to 0.030%. 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 (2,740th of 3,651), and 7,327th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has shrunk from 136 to 79 since 2022.

Plan summary
Net assets, end of year$6,032,265
Participants with balances200
Active participants79
Employer contributions$146,126
Employee contributions$109,742
Employer contribution per active participant$1,850
Average account balance$30,161
Benefits paid to participants$70,542
Plan auditUnmodified (clean) audit opinion
AuditorTAIT WELLER
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 200 accts · $146K emplr
2023$5.3M · 184 accts · $150K emplr
2022$4.7M · 184 accts · $167K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,692
Total administrative$1,692
Employer contributions to the Partnership for Community Supports plan · 2024
Employer contribution per active participant$1,850
Median for plans this size$1,313
2024$1,850 per active participant
2023$1,146 per active participant
2022$1,225 per active participant

Partnership for Community Supports's 2024 employer contribution ran above 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.

Administrative cost history3
2024$1,692 · 0.03%
2023$1,561 · 0.03%
2022$1,445 · 0.03%
Similar plansHealth Care & Social Assistance · Pennsylvania
Malvern Health, Inc. PA$6.1M · 0.90%
Highlands Hospital PA$6.0M · 0.40%
Laurel View Village PA$6.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421624306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.