Plan Ledger DOL Form 5500 · updated monthly

Warren County Community Services, Inc.403(b)

WARREN COUNTY COMMUNITY SERVICES, INC. EMPLOYEES TAX-DEFERRED ANNUITY PLAN · LEBANON, OH · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Warren County Community Services, Inc. reported $3,525 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $425 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 3 years on file its reported administrative ratio has held roughly steady near 0.098%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,716th of 3,295), and 2,489th of 3,341 in other services. In 2023, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,857,865
Participants with balances150
Active participants179
Employer contributions$76,109
Employee contributions$210,869
Employer contribution per active participant$425
Average account balance$25,719
Benefits paid to participants$128,262
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 149 accts · $99K emplr
2023$3.9M · 150 accts · $76K emplr
2022$3.3M · 149 accts · $63K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,525
Total administrative$3,525
The Warren County Community Services, Inc. 401(k) match · 2023
Employer contribution per active participant$425
Median for plans this size$1,308
2024$572 per active participant
2023$425 per active participant
2022$342 per active participant

Warren County Community Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,712 · 0.10%
2023$3,525 · 0.10%
2022$3,435 · 0.10%
Same employer
Similar plansOther Services · Ohio
Signum LLC OH$4.2M · 0.04%
Godfrey & Wing, LLC OH$4.2M · 0.33%
Reino Linen Service, Inc. OH$4.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310872922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.