Plan Ledger DOL Form 5500 · updated monthly

Zufall Health Center403(b)

ZUFALL HEALTH CENTER 403(B) PLAN · DOVER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Zufall Health Center reported $43,301 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,168 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 rose from 0.02% to 0.30%. 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 1,194th-largest of 2,419 plans among New Jersey employers on file, and the 4,308th of 11,911 in health care & social assistance. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 425 to 525 since 2022.

Plan summary
Net assets, end of year$15,988,049
Participants with balances546
Active participants525
Employer contributions$613,320
Employee contributions$1,718,958
Employer contribution per active participant$1,168
Average account balance$29,282
Benefits paid to participants$755,749
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 546 accts · $613K emplr
2023$12.7M · 521 accts · $323K emplr
2022$10.6M · 616 accts · $488K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,301
Total administrative$43,301
Employer contributions to the Zufall Health Center plan · 2024
Employer contribution per active participant$1,168
Median for plans this size$2,416
2024$1,168 per active participant
2023$642 per active participant
2022$1,148 per active participant

Zufall Health Center'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$43,300
AURORA PRIVATE WEALTH, INC. · Investment advisory (plan)indirect comp
ALERA INVESTMENT ADVISORS, INC. · Investment advisory (plan)indirect comp
FEDERATION PENSION BUREAU, INC. · Other servicesindirect comp

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$43,301 · 0.30%
2023$14,949 · 0.13%
2022$2,319 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Cmg Chelsea, LLC NJ$16.4M · 0.79%
Dialyze Direct, LLC NJ$16.1M · 0.11%
Fellowshiplife, Inc. NJ$15.9M · 0.68%
Vanguard Medical Group, PA NJ$15.9M · 0.05%
Bright Harbor Healthcare NJ$15.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223125397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.