Plan Ledger DOL Form 5500 · updated monthly

Chautauqua Guest Homes, Inc.Profit-sharing plan

CHAUTAUQUA GUEST HOMES, INC. EMPLOYEE PROFIT SHARING PLAN · CHARLES CITY, IA · plan year 2022

Reported admin expense ratio · 2022
0.74%

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

Chautauqua Guest Homes, Inc. reported $19,419 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. Employer contributions averaged $481 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 Iowa (791st of 878), and 9,843rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,235,900
Participants with balances87
Active participants104
Employer contributions$50,000
Employee contributions—
Employer contribution per active participant$481
Average account balance$25,700
Benefits paid to participants$322,502
Plan auditUnmodified (clean) audit opinion
AuditorBERGAN KDV, LTD.
Employer contributions to the Chautauqua Guest Homes, Inc. plan · 2022
Employer contribution per active participant$481
Median for plans this size$1,114

Chautauqua Guest Homes, Inc.'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$19,419 · 0.74%
Similar plansHealth Care & Social Assistance · Iowa
United Presbyterian Home IA$2.3M · 0.03%
Wellspire, LLC IA$2.3M · 1.30%
Talk to Me Technologies IA$2.2M · 0.97%
Bethany Home IA$2.2M · 0.81%
Children's Square U.S.A. IA$2.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420893138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.