Plan Ledger DOL Form 5500 · updated monthly

The Chautauqua Center Inc.403(b)

THE CHAUTAUQUA CENTER INC. 403(B) RETIREMENT PLAN · DUNKIRK, NY · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

The Chautauqua Center Inc. reported $57,979 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,087 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 has held roughly steady near 1.17%. 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 New York (4,319th of 5,648), and 7,454th of 11,911 in health care & social assistance. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has grown from 199 to 296 since 2022.

Plan summary
Net assets, end of year$5,828,425
Participants with balances302
Active participants296
Employer contributions$321,718
Employee contributions$1,071,179
Employer contribution per active participant$1,087
Average account balance$19,299
Benefits paid to participants$183,550
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 302 accts · $322K emplr
2023$4.1M · 256 accts · $206K emplr
2022$2.7M · 204 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,798
Investment management$19,439
Total administrative$57,979
Employer contributions to the The Chautauqua Center Inc. plan · 2024
Employer contribution per active participant$1,087
Median for plans this size$1,313
2024$1,087 per active participant
2023$813 per active participant
2022$952 per active participant

The Chautauqua Center Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BENEFIT PLANS ADMINISTRATIVE SRVCS · Contract administrator$36,490
EQUITABLE ADVISORS, LLC · Investment advisory (participants)$19,439

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$57,979 · 1.17%
2023$40,543 · 1.20%
2022$31,041 · 1.15%
Similar plansHealth Care & Social Assistance · New York
Calibrate Health Inc NY$5.9M · 0.24%
Kennedy Pavilion Rh LLC NY$5.8M · 0.24%
Arcadia Management, Inc. NY$5.8M · 0.63%
R.A.I.N. Total Care, Inc. NY$5.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273512018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.