Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of Georgia403(b)

UNITED CEREBRAL PALSY SAVINGS PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

United Cerebral Palsy of Georgia reported $15,252 in plan administrative expenses for 2025: 0.30% of average plan assets, below the peer median. Employer contributions averaged $231 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 4 years on file its reported administrative ratio has held roughly steady near 0.296%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,579th of 2,160), and 7,631st of 11,911 in health care & social assistance. In 2025, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 618 to 711 since 2022.

Plan summary
Net assets, end of year$5,492,103
Participants with balances165
Active participants711
Employer contributions$164,325
Employee contributions$560,294
Employer contribution per active participant$231
Average account balance$33,285
Benefits paid to participants$793,276
Plan auditUnmodified (clean) audit opinion
AuditorRESJ, P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$5.5M · 165 accts · $164K emplr
2024$4.8M · 157 accts · $158K emplr
2023$4.0M · 162 accts · $140K emplr
2022$3.0M · 150 accts · $149K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$15,252
Total administrative$15,252
Employer contributions to the United Cerebral Palsy of Georgia plan · 2025
Employer contribution per active participant$231
Median for plans this size$1,464
2025$231 per active participant
2024$275 per active participant
2023$255 per active participant
2022$241 per active participant

United Cerebral Palsy of Georgia's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$8,836
ASCENSUS · Contract administrator · Other services$6,366
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$15,252 · 0.30%
2024$18,103 · 0.41%
2023$13,359 · 0.38%
2022$9,699 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Chris 180, Inc. GA$5.4M · 0.85%
Phoenix Senior Living GA$5.4M · 5.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580976462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.