Plan Ledger DOL Form 5500 · updated monthly

Sun City Area Interfaith Services, Inc.403(b)

BENEVILLA 403(B) PLAN · SURPRISE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Sun City Area Interfaith Services, Inc. reported $5,936 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. Employer contributions averaged $590 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,148th of 1,285), and 10,896th of 11,911 in health care & social assistance. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,012,388
Participants with balances65
Active participants122
Employer contributions$72,012
Employee contributions$161,139
Employer contribution per active participant$590
Average account balance$15,575
Benefits paid to participants$235,443
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$5,936
Total administrative$5,936
Employer contributions to the Sun City Area Interfaith Services, Inc. plan · 2022
Employer contribution per active participant$590
Median for plans this size$1,114

Sun City Area Interfaith Services, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,936 · 0.54%
Similar plansHealth Care & Social Assistance · Arizona
Creative Care, Inc. AZ$1.2M · 1.13%
S.E.E.K. Arizona, LLC AZ$957K · 0.63%
The Opportunity Tree AZ$773K · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860404687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.