Plan Ledger DOL Form 5500 · updated monthly

Encore Rehabilitation, Inc.401(k)

ENCORE REHABILITATION, INC 401(K) PLAN · DECATUR, AL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Encore Rehabilitation, Inc. reported $130,108 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $186 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 146th-largest of 902 plans among Alabama employers on file, and the 1,944th of 11,911 in health care & social assistance. In 2024, employees put in $12.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,615,959
Participants with balances788
Active participants1,250
Employer contributions$231,939
Employee contributions$2,887,457
Employer contribution per active participant$186
Average account balance$60,426
Benefits paid to participants$1,609,120
Plan auditDisclaimer of opinion
AuditorWEAR,HOWELL,STRICKLAND,QUINN & LAW
Plan history3
Yearassets · accounts · employer contribution
2024$47.6M · 788 accts · $232K emplr
2023$40.4M · 756 accts · $221K emplr
2022$33.0M · 715 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,408
Investment management$49,700
Total administrative$130,108
The Encore Rehabilitation, Inc. 401(k) match · 2024
Employer contribution per active participant$186
Median for plans this size$2,416
2024$186 per active participant
2023$182 per active participant
2022$157 per active participant

Encore Rehabilitation, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$80,408
LION STREET FINANCIAL · Investment advisory (plan)$44,182
MILLENNIUM INVESTMENT & RETIREMENT · Investment advisory (plan)$8,334

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$130,108 · 0.30%
2023$107,879 · 0.29%
2022$99,037 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
The Orthopaedic Group, P.C. AL$47.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631225408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.