Plan Ledger DOL Form 5500 · updated monthly

Portage Path Behavioral Health403(b)

PORTAGE PATH BEHAVIORAL HEALTH / NORTHEAST OHIO PSYCHIATRIC INSTITUTE RETIREMENT PLAN · AKRON, OH · plan year 2025

Reported admin expense ratio · 2025
0.53%

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

Portage Path Behavioral Health reported $69,784 in plan administrative expenses for 2025: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,169 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 3 years on file its reported administrative ratio fell from 0.59% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (1,686th of 3,295), and the 4,762nd of 11,911 in health care & social assistance. In 2025, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,666,433
Participants with balances241
Active participants154
Employer contributions$334,005
Employee contributions$463,690
Employer contribution per active participant$2,169
Average account balance$56,707
Benefits paid to participants$1,228,757
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.7M · 241 accts · $334K emplr
2024$12.4M · 212 accts · $310K emplr
2023$12.3M · 201 accts · $283K emplr
2022$11.2M · 199 accts · $326K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,312
Investment management$48,472
Total administrative$69,784
Employer contributions to the Portage Path Behavioral Health plan · 2025
Employer contribution per active participant$2,169
Median for plans this size$2,666
2025$2,169 per active participant
2024$2,405 per active participant
2023$1,637 per active participant
2022$1,977 per active participant

Portage Path Behavioral Health's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants)$49,940

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

Recordkeeper by year2
2024CAPFINANCIAL PARTNERS, LLC, TIAA
2023CAPFINANCIAL PARTNERS, LLC, TIAA

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

Administrative cost history4
2025$69,784 · 0.53%
2024$74,870 · 0.60%
2023$72,767 · 0.62%
2022$73,377 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Wayne Hospital Company OH$14.1M · 0.19%
Compass Health Brands Corp OH$13.3M · 0.06%
I Am Boundless, Inc. OH$13.3M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341096055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.