Plan Ledger DOL Form 5500 · updated monthly

Rogerson Communities403(b)

ROGERSON COMMUNITIES RETIREMENT SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Rogerson Communities reported $16,605 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,246 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 0.11% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (1,845th of 2,726), and the 1,596th of 3,341 in other services. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 199 to 308 since 2022.

Plan summary
Net assets, end of year$10,665,937
Participants with balances156
Active participants308
Employer contributions$383,887
Employee contributions$694,689
Employer contribution per active participant$1,246
Average account balance$68,371
Benefits paid to participants$1,532,779
Plan auditUnmodified (clean) audit opinion
AuditorKAHN, LITWIN, REBZA AND CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 156 accts · $384K emplr
2023$9.9M · 156 accts · $371K emplr
2022$9.2M · 162 accts · $310K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,605
Total administrative$16,605
Employer contributions to the Rogerson Communities plan · 2024
Employer contribution per active participant$1,246
Median for plans this size$2,416
2024$1,246 per active participant
2023$1,688 per active participant
2022$1,558 per active participant

Rogerson Communities's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,607
FREEMAN RETIREMTENT PLAN CONS · Contract administrator · Other services$9,363
CETERA ADVISOR NETWORKS LLC · Other servicesindirect comp
WILSHIRE ASSOCIATES INC · Investment advisory (plan)indirect comp

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$16,605 · 0.16%
2023$12,121 · 0.13%
2022$10,664 · 0.11%
Same employer
Similar plansOther Services · Massachusetts
Citizens for Citizens, Inc. MA$11.5M · 0.43%
Anton's Cleaners, Inc. MA$10.4M · 0.01%
Hopewell Inc. MA$9.7M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042104319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.