Plan Ledger DOL Form 5500 · updated monthly

Ellen Memorial, LLC401(k)

ELLEN MEMORIAL, LLC RETIREMENT SAVINGS PLAN · HONESDALE, PA · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

Ellen Memorial, LLC reported $15,407 in plan administrative expenses for 2022: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $220 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 Pennsylvania (3,483rd of 3,651), and 10,678th of 11,911 in health care & social assistance. In 2022, employees put in $4.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,256,160
Participants with balances68
Active participants82
Employer contributions$18,031
Employee contributions$80,740
Employer contribution per active participant$220
Average account balance$18,473
Benefits paid to participants$76,348
Plan auditUnmodified (clean) audit opinion
AuditorRKL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,175
Investment management$6,232
Total administrative$15,407
The Ellen Memorial, LLC 401(k) match · 2022
Employer contribution per active participant$220
Median for plans this size$1,114

Ellen Memorial, LLC'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$15,407 · 1.16%
Similar plansHealth Care & Social Assistance · Pennsylvania
Typical Life Corporation PA$1.3M · 0.11%
Daily Dove Care PA$1.2M · 7.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834391170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.