Plan Ledger DOL Form 5500 · updated monthly

Three Rivers Planning and Development District, Inc403(b)

THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN · PONTOTOC, MS · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Three Rivers Planning and Development District, Inc reported $1,293 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,230 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 0.013% to 0.010%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 136th-largest of 367 plans among Mississippi employers on file, and the 1,398th of 3,341 in other services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,123,489
Participants with balances118
Active participants91
Employer contributions$293,909
Employee contributions$356,151
Employer contribution per active participant$3,230
Average account balance$111,216
Benefits paid to participants$677,134
Plan auditUnmodified (clean) audit opinion
AuditorFRANKS, FRANKS, WILEMON & HAGOOD,PA
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 118 accts · $294K emplr
2023$11.7M · 124 accts · $288K emplr
2022$10.2M · 124 accts · $287K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,293
Total administrative$1,293
Employer contributions to the Three Rivers Planning and Development District, Inc plan · 2024
Employer contribution per active participant$3,230
Median for plans this size$2,416
2024$3,230 per active participant
2023$3,127 per active participant
2022$3,124 per active participant

Three Rivers Planning and Development District, Inc's 2024 employer contribution ran above the $2,416 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 · 20241
INGHAM & COMPANY · Custodial (securities) · Investment advisory (plan)$1,293

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$1,293 · 0.01%
2023$910 · 0.01%
2022$1,425 · 0.01%
All plans at this employer2
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN403(b)
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansOther Services · Mississippi
Delta Health Alliance, Inc. MS$14.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640507939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.