Plan Ledger DOL Form 5500 · updated monthly

Community Hospice, Inc.401(k)

COMMUNITY HOSPICE, INC. 401(K) PLAN · ASHLAND, KY · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Community Hospice, Inc. reported $35,384 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $3,030 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 has held roughly steady near 0.618%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (608th of 871), and 7,383rd of 11,911 in health care & social assistance. In 2023, employees put in $1.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,947,746
Participants with balances90
Active participants84
Employer contributions$254,533
Employee contributions$255,161
Employer contribution per active participant$3,030
Average account balance$66,086
Benefits paid to participants$1,024,516
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY GALLOWAY SMITH GOOLSBY, PSC.
Plan history2
Yearassets · accounts · employer contribution
2023$5.9M · 90 accts · $255K emplr
2022$5.5M · 90 accts · $248K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,063
Investment management$33,321
Total administrative$35,384
The Community Hospice, Inc. 401(k) match · 2023
Employer contribution per active participant$3,030
Median for plans this size$1,308
2023$3,030 per active participant
2022$3,025 per active participant

Community Hospice, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LEIF CLARKE WEALTH MANAGEMENT LLC · Investment advisory (plan)$33,321
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,063

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

Administrative cost history2
2023$35,384 · 0.62%
2022$38,865 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Juniper Health, Inc. KY$5.6M · 0.27%
Ccmh Corporation KY$5.4M · 0.00%
Ethos Holding Corp. KY$5.4M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310970252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.