Plan Ledger DOL Form 5500 · updated monthly

The Advocacy Alliance403(b)

THE ADVOCACY ALLIANCE RETIREMENT PLAN · SCRANTON, PA · plan year 2025

Reported admin expense ratio · 2025
0.62%

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

The Advocacy Alliance reported $39,316 in plan administrative expenses for 2025: 0.62% of average plan assets, above the peer median. Employer contributions averaged $2,497 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 3 years on file its reported administrative ratio fell from 0.76% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,661st of 3,651), and 6,991st of 11,911 in health care & social assistance. In 2025, the employer put in $1.96 for every $1.00 employees contributed themselves; active participation has grown from 135 to 156 since 2022.

Plan summary
Net assets, end of year$6,746,476
Participants with balances126
Active participants156
Employer contributions$389,592
Employee contributions$198,569
Employer contribution per active participant$2,497
Average account balance$53,543
Benefits paid to participants$596,477
Plan auditDisclaimer of opinion
AuditorBARBETTI MCHALE LLC
Plan history4
Yearassets · accounts · employer contribution
2025$6.7M · 126 accts · $390K emplr
2024$5.9M · 118 accts · $348K emplr
2023$5.1M · 111 accts · $314K emplr
2022$4.4M · 115 accts · $313K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$39,316
Total administrative$39,316
Employer contributions to the The Advocacy Alliance plan · 2025
Employer contribution per active participant$2,497
Median for plans this size$1,464
2025$2,497 per active participant
2024$2,161 per active participant
2023$2,489 per active participant
2022$2,318 per active participant

The Advocacy Alliance's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,315
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · 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 history4
2025$39,316 · 0.62%
2024$36,601 · 0.67%
2023$37,149 · 0.78%
2022$36,676 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
G M Leader Corporation PA$6.9M · 1.16%
Kids Count, Inc. PA$6.7M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 240829843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.