Plan Ledger DOL Form 5500 · updated monthly

Signature Healthcare Services, LLC401(k)

AURORA BEHAVIORAL HEALTH SAVINGS & RETIREMENT PLAN · CORONA, CA · plan year 2023

Reported admin expense ratio · 2023
1.08%

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

Signature Healthcare Services, LLC reported $540,880 in plan administrative expenses for 2023: 1.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged -$0 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 1 year on file its reported administrative ratio rose from 0.18% to 1.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,621st-largest of 9,483 plans among California employers on file, and the 1,716th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$55,627,611
Participants with balances5,206
Active participants5,611
Employer contributions-$43
Employee contributions$10,208,243
Employer contribution per active participant-$0
Average account balance$10,685
Benefits paid to participants$7,098,315
Plan auditUnmodified (clean) audit opinion
AuditorWALTER,BOESKY&ASSOCIATES,P
Plan history2
Yearassets · accounts · employer contribution
2023$55.6M · 5,206 accts
2022$44.6M · 5,210 accts · $21K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$380,346
Investment management$145,334
Audit (IQPA)$15,200
Total administrative$540,880
The Signature Healthcare Services, LLC 401(k) match · 2023
Employer contribution per active participant-$0
Median for plans this size$3,659

Signature Healthcare Services, LLC's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
RAYMOND JAMES · Investment advisory (plan)$71,925
WALTER BOESKY & ASSOCIATES PC · Accounting / audit$15,200
EMPOWER ADVISORY GROUP, LLC · Investment management$13,631
RAYMOND JAMES FINANCIAL 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 history2
2023$540,880 · 1.08%
2022$84,043 · 0.18%
Similar plansHealth Care & Social Assistance · California
Family Healthcare Network CA$55.6M · 0.61%
Centre for Neuro Skills CA$55.4M · 0.49%
Casa Colina, Inc. CA$54.6M · 0.28%
Caredx, Inc. CA$54.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383544746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.