Plan Ledger DOL Form 5500 · updated monthly

Service Coordination, Inc.403(b)

SERVICE COORDINATION, INC. TAX DEFERRED SAVINGS PLAN · FREDERICK, MD · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Service Coordination, Inc. reported $114,138 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,913 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 0.39% to 0.28%. 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 347th-largest of 1,671 plans among Maryland employers on file, and the 1,985th of 11,911 in health care & social assistance. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 771 to 1,084 since 2022.

Plan summary
Net assets, end of year$46,653,604
Participants with balances1,101
Active participants1,084
Employer contributions$3,158,123
Employee contributions$2,882,374
Employer contribution per active participant$2,913
Average account balance$42,374
Benefits paid to participants$1,615,110
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.7M · 1,101 accts · $3.2M emplr
2023$36.2M · 883 accts · $3.1M emplr
2022$29.2M · 696 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,586
Investment management$2,152
Total administrative$114,138
Employer contributions to the Service Coordination, Inc. plan · 2024
Employer contribution per active participant$2,913
Median for plans this size$2,416
2024$2,913 per active participant
2023$3,265 per active participant
2022$3,158 per active participant

Service Coordination, Inc.'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
CBIZ INVESTMENT ADVISORY SERVICES L · Investment advisory (participants)$3,546
CBIZ BENEFITS AND INSURANCE SERVICE · Other servicesindirect 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$114,138 · 0.28%
2023$119,152 · 0.36%
2022$102,856 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Qlarant, Inc. MD$60.4M · 0.00%
Adfinitas Management, LLC MD$44.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521651219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.