Plan Ledger DOL Form 5500 · updated monthly

Blair Senior Services, IncMoney purchase plan

BLAIR SENIOR SERVICES, INC MONEY PURCHASE PLAN · ALTOONA, PA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Blair Senior Services, Inc reported $468 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,984 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 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,678th of 3,651), and 2,066th of 3,341 in other services. active participation has grown from 130 to 190 since 2022.

Plan summary
Net assets, end of year$6,613,816
Participants with balances210
Active participants190
Employer contributions$376,934
Employee contributions—
Employer contribution per active participant$1,984
Average account balance$31,494
Benefits paid to participants$260,410
Plan auditUnmodified (clean) audit opinion
AuditorFIORE FEDELI SNYDER CAROTHERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 211 accts · $414K emplr
2023$6.6M · 210 accts · $377K emplr
2022$5.6M · 179 accts · $303K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$468
Total administrative$468
Employer contributions to the Blair Senior Services, Inc plan · 2023
Employer contribution per active participant$1,984
Median for plans this size$1,308
2024$2,574 per active participant
2023$1,984 per active participant
2022$2,332 per active participant

Blair Senior Services, Inc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,889 · 0.03%
2023$468 · 0.01%
2022$651 · 0.01%
Same employer
Similar plansOther Services · Pennsylvania
Perseus House, Inc. PA$7.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251259406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.