Plan Ledger DOL Form 5500 · updated monthly

Peninsula Jewish Community Center403(b)

PJCC RETIREMENT PLAN · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Peninsula Jewish Community Center reported $23,533 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,423 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 0.32% to 0.18%. 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 the 4,671st-largest of 9,483 plans among California employers on file, and the 4,806th of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 116 to 149 since 2022.

Plan summary
Net assets, end of year$13,472,505
Participants with balances215
Active participants149
Employer contributions$361,049
Employee contributions$555,581
Employer contribution per active participant$2,423
Average account balance$62,663
Benefits paid to participants$1,140,880
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 215 accts · $361K emplr
2023$12.1M · 219 accts · $379K emplr
2022$10.3M · 191 accts · $334K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,533
Total administrative$23,533
Employer contributions to the Peninsula Jewish Community Center plan · 2024
Employer contribution per active participant$2,423
Median for plans this size$2,416
2024$2,423 per active participant
2023$2,493 per active participant
2022$2,880 per active participant

Peninsula Jewish Community Center's 2024 employer contribution ran above the $2,416 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.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping$23,533

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,533 · 0.18%
2023$28,972 · 0.26%
2022$35,677 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · California
Sun Mar Healthcare CA$13.7M · 0.08%
The Guidance Center CA$13.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943227262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.