Plan Ledger DOL Form 5500 · updated monthly

Plymouth Housing Group403(b)

PLYMOUTH HOUSING GROUP · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Plymouth Housing Group reported $52,807 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,716 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 0.43% to 0.50%. 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 (969th of 1,714), and the 5,134th of 11,911 in health care & social assistance. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 281 to 390 since 2022.

Plan summary
Net assets, end of year$12,076,425
Participants with balances501
Active participants390
Employer contributions$1,059,245
Employee contributions$1,127,880
Employer contribution per active participant$2,716
Average account balance$24,105
Benefits paid to participants$487,877
Plan auditDisclaimer of opinion
AuditorDAUBY O'CONNOT & ZALESKI CPA
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 501 accts · $1.1M emplr
2023$9.2M · 369 accts · $754K emplr
2022$7.5M · 310 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,807
Investment management$30,000
Total administrative$52,807
Employer contributions to the Plymouth Housing Group plan · 2024
Employer contribution per active participant$2,716
Median for plans this size$2,416
2024$2,716 per active participant
2023$2,059 per active participant
2022$2,781 per active participant

Plymouth Housing Group'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 · 20242
ASCENSUS, LLC · Recordkeeping · Loan processing$22,807
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,000

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$52,807 · 0.50%
2023$36,405 · 0.43%
2022$34,479 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Aesthetic Physicians P.C. WA$12.5M · 0.62%
Hospice of Spokane WA$12.2M · 0.42%
Northwest Pathology, Ps WA$12.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911122621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.