Plan Ledger DOL Form 5500 · updated monthly

Peninsula Community Health Services403(b)

PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN · BREMERTON, WA · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peninsula Community Health Services reported $53,885 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. 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 0.63% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (958th of 1,714), and the 5,075th of 11,911 in health care & social assistance. active participation has grown from 196 to 278 since 2022.

Plan summary
Net assets, end of year$12,299,526
Participants with balances462
Active participants278
Employer contributions—
Employee contributions$1,483,894
Employer contribution per active participant—
Average account balance$26,622
Benefits paid to participants$1,081,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 462 accts
2023$10.2M · 387 accts
2022$8.0M · 337 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,885
Total administrative$53,885
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 · 20243
ADMIN PARTNERS LLC · Contract administrator$12,190
INTERGRATED WEALTH CONCEPTS LLC · Investment advisory (plan)$6,306

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$53,885 · 0.48%
2023$50,174 · 0.55%
2022$52,847 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Solid Ground Washington WA$13.4M · 0.33%
Aesthetic Physicians P.C. WA$12.5M · 0.62%
Hospice of Spokane WA$12.2M · 0.42%
Plymouth Housing Group WA$12.1M · 0.50%
Northwest Pathology, Ps WA$12.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943079770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.