Plan Ledger DOL Form 5500 · updated monthly

York County Community Action Corporation403(b)

YORK COUNTY COMMUNITY ACTION CORPORATION TAX DEFERRED ANNUITY PLAN · SANFORD, ME · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

York County Community Action Corporation reported $5,697 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,231 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 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. 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 Maine (202nd of 354), and the 5,092nd of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,231,115
Participants with balances265
Active participants219
Employer contributions$488,668
Employee contributions$525,316
Employer contribution per active participant$2,231
Average account balance$46,155
Benefits paid to participants$474,833
Plan auditUnmodified (clean) audit opinion
AuditorONE RIVER, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 265 accts · $489K emplr
2023$10.3M · 259 accts · $472K emplr
2022$7.8M · 265 accts · $448K emplr
Employer contributions to the York County Community Action Corporation plan · 2024
Employer contribution per active participant$2,231
Median for plans this size$2,416
2024$2,231 per active participant
2023$2,115 per active participant
2022$1,973 per active participant

York County Community Action Corporation'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.

Administrative cost history3
2024$5,697 · 0.05%
2023$6,248 · 0.07%
2022$5,095 · 0.06%
Similar plansHealth Care & Social Assistance · Maine
Pines Health Services ME$14.6M · 0.41%
Community Concepts, Inc. ME$12.7M · 0.85%
Calais Community Hospital ME$12.6M · 0.57%
First Atlantic Corporation ME$11.8M · 0.66%
Woodfords Family Services ME$9.8M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 016020406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.