Plan Ledger DOL Form 5500 · updated monthly

Circle of Life Hospice & Palliativate Care403(b)

CIRCLE OF LIFE RETIREMENT 403B PLAN · SPRINGDALE, AR · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Circle of Life Hospice & Palliativate Care reported $25,047 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $593 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 0.29% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arkansas (270th of 456), and 6,820th of 11,911 in health care & social assistance. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 251 to 336 since 2022.

Plan summary
Net assets, end of year$7,097,132
Participants with balances178
Active participants336
Employer contributions$199,281
Employee contributions$625,643
Employer contribution per active participant$593
Average account balance$39,872
Benefits paid to participants$757,166
Plan auditUnmodified (clean) audit opinion
AuditorS.F. FISER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 178 accts · $199K emplr
2023$6.1M · 153 accts · $181K emplr
2022$5.1M · 144 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,083
Investment management$15,964
Total administrative$25,047
Employer contributions to the Circle of Life Hospice & Palliativate Care plan · 2024
Employer contribution per active participant$593
Median for plans this size$1,313
2024$593 per active participant
2023$609 per active participant
2022$643 per active participant

Circle of Life Hospice & Palliativate Care's 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS LLC · Recordkeeping$9,083
ARVEST WEALTH MANAGEMENT · Investment advisory (plan)$15,964

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,047 · 0.38%
2023$17,448 · 0.31%
2022$16,053 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Arkansas
Counseling Clinic, Inc. AR$7.9M · 0.53%
Youth Home, Inc. AR$6.9M · 0.83%
Meta Management, LLC AR$6.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311690041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.