Plan Ledger DOL Form 5500 · updated monthly

Adelphoi USA, Inc.403(b)

ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN · LATROBE, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Adelphoi USA, Inc. reported $163,183 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $953 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 0.43% to 0.58%. 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 1,179th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,776th of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 628 to 737 since 2022.

Plan summary
Net assets, end of year$30,041,687
Participants with balances1,012
Active participants737
Employer contributions$702,578
Employee contributions$2,185,446
Employer contribution per active participant$953
Average account balance$29,685
Benefits paid to participants$3,018,129
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 1,012 accts · $703K emplr
2023$26.6M · 1,130 accts · $597K emplr
2022$22.4M · 1,143 accts · $470K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,562
Investment management$12,621
Total administrative$163,183
The Adelphoi USA, Inc. 401(k) match · 2024
Employer contribution per active participant$953
Median for plans this size$2,416
2024$953 per active participant
2023$871 per active participant
2022$748 per active participant

Adelphoi USA, Inc.'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
DUNBAR, BENDER & ZAPF, INC. · Contract administrator$54,602
EMPOWER ADVISORY GROUP, LLC · Investment management$12,621

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$163,183 · 0.58%
2023$104,393 · 0.43%
2022$103,483 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Warren General Hospital PA$30.5M · 0.29%
Path, Inc. PA$30.1M · 0.06%
Mercer Bucks Cardiology, PA PA$30.1M · 0.02%
Achieva PA$30.0M · 0.09%
Wesley Family Services PA$29.7M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237170997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.