Plan Ledger DOL Form 5500 · updated monthly

United Community Health Center - Maria Auxiliadora, Inc.403(b)

UNITED COMMUNITY HEALTH CENTER 403(B) PLAN · GREEN VALLEY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

United Community Health Center - Maria Auxiliadora, Inc. reported $52,804 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,718 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 0.94% to 0.89%. 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 Arizona (733rd of 1,285), and 7,016th of 11,911 in health care & social assistance. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,693,461
Participants with balances138
Active participants161
Employer contributions$276,565
Employee contributions$669,712
Employer contribution per active participant$1,718
Average account balance$48,503
Benefits paid to participants$642,607
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 138 accts · $277K emplr
2023$5.1M · 122 accts · $221K emplr
2022$3.9M · 129 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,804
Total administrative$52,804
Employer contributions to the United Community Health Center - Maria Auxiliadora, Inc. plan · 2024
Employer contribution per active participant$1,718
Median for plans this size$1,313
2024$1,718 per active participant
2023$1,333 per active participant
2022$1,758 per active participant

United Community Health Center - Maria Auxiliadora, Inc.'s 2024 employer contribution ran above 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$52,804
CBIZ INVESTMENT ADVISORY SERVICES · 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 history3
2024$52,804 · 0.89%
2023$42,459 · 0.93%
2022$41,859 · 0.94%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Valleylife AZ$7.0M · 0.08%
Science Care, Inc. AZ$6.8M · 0.76%
Circle the City AZ$6.8M · 0.06%
Casa de Los Ninos AZ$6.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942905416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.