Plan Ledger DOL Form 5500 · updated monthly

East Bay Integrated Care403(b)

HOSPICE OF THE EAST BAY 403(B) RETIREMENT PLAN · PLEASANT HILL, CA · plan year 2025

Reported admin expense ratio · 2025
0.69%

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

East Bay Integrated Care reported $92,649 in plan administrative expenses for 2025: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,133 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 4 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,608th-largest of 9,483 plans among California employers on file, and the 4,725th of 11,911 in health care & social assistance. In 2025, employees put in $3.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,825,744
Participants with balances417
Active participants237
Employer contributions$268,618
Employee contributions$1,058,661
Employer contribution per active participant$1,133
Average account balance$33,155
Benefits paid to participants$2,275,044
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.8M · 417 accts · $269K emplr
2024$13.2M · 405 accts · $265K emplr
2023$12.0M · 406 accts · $282K emplr
2022$11.0M · 385 accts · $293K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$92,649
Total administrative$92,649
Employer contributions to the East Bay Integrated Care plan · 2025
Employer contribution per active participant$1,133
Median for plans this size$2,666
2025$1,133 per active participant
2024$1,136 per active participant
2023$1,230 per active participant
2022$1,222 per active participant

East Bay Integrated Care's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PEERY & ASSOCIATES · Recordkeeping$5,000
LINCOLN NATIONAL CORPORATION · Contract administrator$87,649
PENSIONMARK FINANCIAL GROUP · Investment advisory (plan)$47,239

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

Recordkeeper by year3
2025PEERY & ASSOCIATES
2024PEERY & ASSOCIATES
2023PEERY & ASSOCIATES

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

Administrative cost history4
2025$92,649 · 0.69%
2024$92,904 · 0.74%
2023$79,053 · 0.69%
2022$76,512 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · California
Valley Health Team, Inc. CA$14.0M · 0.78%
Sun Mar Healthcare CA$13.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942515405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.