Plan Ledger DOL Form 5500 · updated monthly

Young Adult Institute, Inc.403(b)

YAI NETWORK AFFILIATES 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Young Adult Institute, Inc. reported $221,935 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $510 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 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,238th-largest of 5,648 plans among New York employers on file, and the 1,675th of 11,911 in health care & social assistance. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,721,192
Participants with balances4,392
Active participants4,007
Employer contributions$2,043,402
Employee contributions$7,631,938
Employer contribution per active participant$510
Average account balance$13,142
Benefits paid to participants$5,481,484
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 4,392 accts · $2.0M emplr
2023$47.3M · 4,351 accts · $1.6M emplr
2022$36.6M · 5,497 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,789
Investment management$23,056
Audit (IQPA)$56,230
Total administrative$221,935
Employer contributions to the Young Adult Institute, Inc. plan · 2024
Employer contribution per active participant$510
Median for plans this size$3,635
2024$510 per active participant
2023$420 per active participant
2022$432 per active participant

Young Adult Institute, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
LILLING & COMPANY LLP · Accounting / audit$56,230
ALLIANT RETIREMENT SERVICES LLC · Investment advisory (plan)$23,056
SMITH & DOWNY, P.A. · Legal$5,860

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$221,935 · 0.42%
2023$171,990 · 0.41%
2022$156,746 · 0.43%
All plans at this employer2
YAI NETWORK AFFILIATES 401(A) PLANProfit-sharing plan
YAI NETWORK AFFILIATES 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
The McGuire Group NY$58.3M · 0.27%
Northwell Health Inc. NY$58.1M · 0.04%
Alice Hyde Medical Center NY$57.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112030172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.