Plan Ledger DOL Form 5500 · updated monthly

The Coordinating Center for Home and Community Care, Inc403(b)

THE COORDINATING CENTER 403(B) RETIREMENT PLAN · MILLERSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

The Coordinating Center for Home and Community Care, Inc reported $115,111 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,167 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 fell from 0.62% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 622nd-largest of 1,671 plans among Maryland employers on file, and the 3,511th of 11,911 in health care & social assistance. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,386,987
Participants with balances351
Active participants289
Employer contributions$337,382
Employee contributions$1,113,443
Employer contribution per active participant$1,167
Average account balance$60,932
Benefits paid to participants$1,491,615
Plan auditUnmodified (clean) audit opinion
AuditorCLARK & ANDERSON
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 351 accts · $337K emplr
2023$18.8M · 394 accts · $353K emplr
2022$15.7M · 374 accts · $345K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,894
Investment management$29,996
Audit (IQPA)$43,221
Total administrative$115,111
Employer contributions to the The Coordinating Center for Home and Community Care, Inc plan · 2024
Employer contribution per active participant$1,167
Median for plans this size$2,416
2024$1,167 per active participant
2023$1,231 per active participant
2022$1,179 per active participant

The Coordinating Center for Home and Community Care, Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS LLC · Loan processing · Recordkeeping$41,894
CLARK & ANDERSON PA · Accounting / audit$43,221
RBC WEALTH MANAGEMENT · Investment advisory (plan)$29,996

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$115,111 · 0.57%
2023$65,444 · 0.38%
2022$107,554 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Ashley, Inc. MD$22.3M · 0.30%
Clinical Associates, P.A. MD$21.4M · 0.16%
Nexion Health, Inc. MD$21.4M · 0.90%
American Kidney Fund, Inc. MD$20.1M · 0.00%
Cvr Management, LLC MD$19.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521318341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.