Plan Ledger DOL Form 5500 · updated monthly

Willow Brook Christian Services403(b)

WILLOW BROOK 403(B) RETIREMENT PLAN · DELAWARE, OH · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Willow Brook Christian Services reported $44,988 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $630 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 0.40%. 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 among the smaller plans on file in Ohio (1,828th of 3,295), and the 5,178th of 11,911 in health care & social assistance. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 462 to 554 since 2022.

Plan summary
Net assets, end of year$11,901,709
Participants with balances219
Active participants554
Employer contributions$348,791
Employee contributions$604,985
Employer contribution per active participant$630
Average account balance$54,346
Benefits paid to participants$1,322,979
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 219 accts · $349K emplr
2023$10.8M · 225 accts · $345K emplr
2022$8.8M · 220 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,096
Investment management$26,197
Trustee / custodial$5,695
Total administrative$44,988
Employer contributions to the Willow Brook Christian Services plan · 2024
Employer contribution per active participant$630
Median for plans this size$2,416
2024$630 per active participant
2023$653 per active participant
2022$725 per active participant

Willow Brook Christian Services's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSERV PLAN SERVICES, INC. · Recordkeeping$13,096
NEW ALBANY CAPITAL PARTNERS, LLC · Investment advisory (plan) · Investment management$26,197
MG TRUST COMPANY, LLC · Custodial (securities)$5,695

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

Recordkeeper by year2
2024PENSERV PLAN SERVICES, INC.
2023PENSERV PLAN SERVICES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,988 · 0.40%
2023$40,956 · 0.42%
2022$38,082 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Heinzerling Community OH$12.0M · 0.57%
Arc Health Opco, LLC OH$11.5M · 0.26%
Five Rivers Health Centers OH$11.3M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200996799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.