Plan Ledger DOL Form 5500 · updated monthly

Boys and Girls Home and Family Services Inc403(b)

BOYS AND GIRLS HOME AND FAMILY SERVICES, INC. RETIREMENT PLAN · SIOUX CITY, IA · plan year 2022

Reported admin expense ratio · 2022
0.47%

Boys and Girls Home and Family Services Inc reported $13,904 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. 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 Iowa (779th of 878), and 9,612th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,535,106
Participants with balances25
Active participants101
Employer contributions—
Employee contributions$102,565
Employer contribution per active participant—
Average account balance$101,404
Benefits paid to participants$316,435
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLS, RISE & COMPANY LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,909
Professional / advisory$10,995
Total administrative$13,904
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$13,904 · 0.47%
Similar plansHealth Care & Social Assistance · Iowa
Foundation 2, Inc. IA$2.9M · 1.35%
Family Resources, Inc. IA$2.8M · 0.82%
United Community Services, Inc. IA$2.7M · 0.27%
Young House Family Services, Inc. IA$2.7M · 0.02%
First Resources Corp. IA$2.5M · 0.67%
Iowa Mennonite Benevolent Association IA$2.4M · 0.72%
United Presbyterian Home IA$2.3M · 0.03%
Wellspire, LLC IA$2.3M · 1.30%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 930991860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.