Plan Ledger DOL Form 5500 · updated monthly

Starbridge Services, Inc.403(b)

STARBRIDGE SERVICES, INC. 403(B) PLAN · ROCHESTER, NY · plan year 2023

Reported admin expense ratio · 2023
0.52%

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

Starbridge Services, Inc. reported $26,869 in plan administrative expenses for 2023: 0.52% of average plan assets, above the peer median. Employer contributions averaged $217 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 0.54% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,407th of 5,648), and 7,698th of 11,911 in health care & social assistance. In 2023, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 507 to 583 since 2022.

Plan summary
Net assets, end of year$5,388,567
Participants with balances151
Active participants583
Employer contributions$126,383
Employee contributions$275,051
Employer contribution per active participant$217
Average account balance$35,686
Benefits paid to participants$610,817
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 187 accts · $152K emplr
2023$5.4M · 151 accts · $126K emplr
2022$4.9M · 150 accts · $76K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,808
Investment management$8,424
Total administrative$26,869
Employer contributions to the Starbridge Services, Inc. plan · 2023
Employer contribution per active participant$217
Median for plans this size$1,308
2024$253 per active participant
2023$217 per active participant
2022$150 per active participant

Starbridge Services, Inc.'s 2023 employer contribution ran below the $1,308 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 · 20233
BURKE GROUP · Recordkeeping · Consulting$15,808
ALESCO ADVISORS · Recordkeeping · Investment advisory (plan)$8,424

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

Recordkeeper by year2
2024ALESCO ADVISORS, BURKE GROUP
2023ALESCO ADVISORS, BURKE GROUP

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

Administrative cost history3
2024$33,726 · 0.63%
2023$26,869 · 0.52%
2022$28,050 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · New York
Innovative Services, Inc. NY$5.4M · 0.05%
Americare, Inc. NY$5.4M · 1.21%
Mercy Drive Inc. NY$5.4M · 0.02%
Casa-Trinity Inc NY$5.4M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222702285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.