Plan Ledger DOL Form 5500 · updated monthly

Companion Care of Rochester401(k)

COMPANION CARE OF ROCHESTER 401(K) PLAN · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Companion Care of Rochester reported $1,870 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $145 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 New York (5,340th of 5,648), and 10,900th of 11,911 in health care & social assistance. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,009,382
Participants with balances67
Active participants441
Employer contributions$63,840
Employee contributions$142,809
Employer contribution per active participant$145
Average account balance$15,065
Benefits paid to participants$403,761
Plan auditUnmodified (clean) audit opinion
AuditorRDG & PARTNERS CPAS PLLC
Administrative expenses, itemized · 2022
Investment management$1,870
Total administrative$1,870
The Companion Care of Rochester 401(k) match · 2022
Employer contribution per active participant$145
Median for plans this size$1,114

Companion Care of Rochester'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$1,870 · 0.15%
Similar plansHealth Care & Social Assistance · New York
Mindcolor Autism LLC NY$1.0M · 0.51%
Optimal Care Services LLC NY$971K · 0.98%
Enable My Child, LTD NY$958K · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161538298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.