Plan Ledger DOL Form 5500 · updated monthly

Alliance for South Sound Health401(k)

WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN · TACOMA, WA · plan year 2022

Reported admin expense ratio · 2022
0.91%

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

Alliance for South Sound Health reported $16,191 in plan administrative expenses for 2022: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $462 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,587th of 1,714), and 10,245th of 11,911 in health care & social assistance. In 2022, employees put in $8.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,766,576
Participants with balances92
Active participants176
Employer contributions$81,249
Employee contributions$652,224
Employer contribution per active participant$462
Average account balance$19,202
Benefits paid to participants$406,839
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,691
Professional / advisory$4,500
Total administrative$16,191
The Alliance for South Sound Health 401(k) match · 2022
Employer contribution per active participant$462
Median for plans this size$1,114

Alliance for South Sound Health's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,191 · 0.91%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Compass Housing Alliance WA$1.8M · 0.08%
The Kenney WA$1.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474654897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.