Plan Ledger DOL Form 5500 · updated monthly

The Arc of Cumberland and Perry CountiesMoney purchase plan

RETIREMENT PROGRAM FOR THE EMPLOYEES OF THE ARC OF CUMBERLAND AND PERRY COUNTIES · CARLISLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

The Arc of Cumberland and Perry Counties reported $42,043 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,435 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 0.19% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,421st of 3,651), and 6,111th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$8,840,189
Participants with balances216
Active participants168
Employer contributions$409,025
Employee contributions—
Employer contribution per active participant$2,435
Average account balance$40,927
Benefits paid to participants$691,517
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 216 accts · $409K emplr
2023$8.0M · 218 accts · $378K emplr
2022$7.4M · 221 accts · $342K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,053
Audit (IQPA)$4,990
Total administrative$42,043
Employer contributions to the The Arc of Cumberland and Perry Counties plan · 2024
Employer contribution per active participant$2,435
Median for plans this size$1,313
2024$2,435 per active participant
2023$2,288 per active participant
2022$2,164 per active participant

The Arc of Cumberland and Perry Counties's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SMITH ELLIOTT KEARNS & COMPANY, LLC$4,990
CETERA ADVISOR NETWORKS LLCindirect 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$42,043 · 0.50%
2023$38,821 · 0.50%
2022$16,792 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Dickinson Center, Inc. PA$8.9M · 0.06%
Moravian Manor, Inc. PA$8.9M · 0.74%
Empower Workplace Corp. PA$8.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231489837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.