Plan Ledger DOL Form 5500 · updated monthly

Echoing Hills Village, Inc.403(b)

RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. · WARSAW, OH · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Echoing Hills Village, Inc. reported $15,506 in plan administrative expenses for 2023: 0.29% of average plan assets, below the peer median. Employer contributions averaged $152 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. 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 Ohio (2,483rd of 3,295), and 7,659th of 11,911 in health care & social assistance. In 2023, employees put in $6.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,437,545
Participants with balances224
Active participants461
Employer contributions$70,171
Employee contributions$445,760
Employer contribution per active participant$152
Average account balance$24,275
Benefits paid to participants$988,274
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 211 accts · $81K emplr
2023$5.4M · 224 accts · $70K emplr
2022$5.1M · 212 accts · $69K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,335
Total administrative$15,506
Employer contributions to the Echoing Hills Village, Inc. plan · 2023
Employer contribution per active participant$152
Median for plans this size$1,308
2024$172 per active participant
2023$152 per active participant
2022$144 per active participant

Echoing Hills Village, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$15,335
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$16,135 · 0.30%
2023$15,506 · 0.29%
2022$16,541 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Summa Rehab Hospital OH$5.6M · 0.88%
The Wesley Communities OH$5.6M · 0.59%
Lifecare Alliance OH$5.3M · 0.38%
Sjo Kids, Inc. OH$5.3M · 0.79%
Compdrug, Inc. OH$5.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310735747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.