Plan Ledger DOL Form 5500 · updated monthly

The Council of Southeast Pennsylvania, Inc.403(b)

403(B) THRIFT PLAN OF THE COUNCIL OF SOUTHEAST PENNSYLVANIA, INC. · DOYLESTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

The Council of Southeast Pennsylvania, Inc. reported $7,951 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $744 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 Pennsylvania (3,160th of 3,651), and 9,157th of 11,911 in health care & social assistance. In 2022, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,135,210
Participants with balances77
Active participants83
Employer contributions$61,729
Employee contributions$159,997
Employer contribution per active participant$744
Average account balance$40,717
Benefits paid to participants$447,854
Plan auditUnmodified (clean) audit opinion
AuditorBAUM, SMITH & CLEMENS, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,165
Investment management$5,786
Total administrative$7,951
Employer contributions to the The Council of Southeast Pennsylvania, Inc. plan · 2022
Employer contribution per active participant$744
Median for plans this size$1,114

The Council of Southeast Pennsylvania, 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$7,951 · 0.26%
Similar plansHealth Care & Social Assistance · Pennsylvania
Wrc Senior Services PA$3.1M · 0.70%
A Second Chance, Inc. PA$3.1M · 1.00%
Family Support Services PA$3.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231972816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.