Plan Ledger DOL Form 5500 · updated monthly

Vista Community Clinic403(b)

VISTA COMMUNITY CLINIC TAX DEFERRED ANNUITY PLAN · VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Vista Community Clinic reported $73,718 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,551 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 0.30% to 0.19%. 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 2,056th-largest of 9,483 plans among California employers on file, and the 2,159th of 11,911 in health care & social assistance. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 871 to 976 since 2022.

Plan summary
Net assets, end of year$41,874,884
Participants with balances558
Active participants976
Employer contributions$1,513,361
Employee contributions$3,555,363
Employer contribution per active participant$1,551
Average account balance$75,045
Benefits paid to participants$1,924,474
Plan auditUnmodified (clean) audit opinion
AuditorPORTER & HUNT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 558 accts · $1.5M emplr
2023$34.8M · 531 accts · $1.3M emplr
2022$27.0M · 504 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,718
Total administrative$73,718
Employer contributions to the Vista Community Clinic plan · 2024
Employer contribution per active participant$1,551
Median for plans this size$2,416
2024$1,551 per active participant
2023$1,380 per active participant
2022$1,270 per active participant

Vista Community Clinic's 2024 employer contribution ran below 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
LINCOLN NATIONAL CORPORATION · Contract administrator$73,718

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$73,718 · 0.19%
2023$59,828 · 0.19%
2022$72,752 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · California
Chinese Hospital CA$43.0M · 0.01%
Western Health Advantage CA$42.2M · 0.02%
American Health Care CA$41.2M · 0.43%
Younger Mfg. Co. CA$41.2M · 0.19%
Beverly Hospital CA$41.0M · 0.37%
Petaluma Health Center CA$40.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952815615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.