Plan Ledger DOL Form 5500 · updated monthly

Peter Becker Community403(b)

PETER BECKER COMMUNITY 403(B) PLAN · HARLEYSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Peter Becker Community reported $1,872 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,602 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 0.01% to 0.02%. 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 Pennsylvania (2,222nd of 3,651), and the 5,508th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,690,699
Participants with balances294
Active participants294
Employer contributions$470,873
Employee contributions$376,812
Employer contribution per active participant$1,602
Average account balance$36,363
Benefits paid to participants$682,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 294 accts · $471K emplr
2023$9.7M · 282 accts · $166K emplr
2022$9.2M · 288 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,872
Total administrative$1,872
Employer contributions to the Peter Becker Community plan · 2024
Employer contribution per active participant$1,602
Median for plans this size$2,416
2024$1,602 per active participant
2023$532 per active participant
2022$605 per active participant

Peter Becker Community's 2024 employer contribution ran below 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
AXA EQUITABLE LIFE INSURANCE COMPAN · Loan processing · Investment management$1,873

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$1,872 · 0.02%
2023$1,089 · 0.01%
2022$1,332 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Redstone Highlands PA$10.9M · 0.18%
Quick Med Claims, LLC PA$10.8M · 1.01%
Holy Family Institute PA$10.6M · 0.38%
Brian's House PA$10.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 236299695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.