Plan Ledger DOL Form 5500 · updated monthly

Epeople Health Care Inc401(k)

EPEOPLE HEALTH CARE INC 401(K) PROFIT SHARING PLAN & TRUST · SEWICKLEY, PA · plan year 2023

Reported admin expense ratio · 2023
3.18%

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

Epeople Health Care Inc reported $10,208 in plan administrative expenses for 2023: 3.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio fell from 5.91% to 3.18%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,584th of 3,651), and 11,470th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$392,878
Participants with balances140
Active participants224
Employer contributions$0
Employee contributions$162,601
Employer contribution per active participant$0
Average account balance$2,806
Benefits paid to participants$57,940
Plan auditUnmodified (clean) audit opinion
AuditorRD HOAG AND ASSOCIATES LLC
Plan history2
Yearassets · accounts · employer contribution
2023$393K · 140 accts
2022$249K · 220 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,199
Investment management$149
Trustee / custodial$860
Total administrative$10,208
The Epeople Health Care Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Epeople Health Care Inc's 2023 employer contribution ran below the $522 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 · 20231
PAYCHEX, INC. · Recordkeeping$5,592

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

Administrative cost history2
2023$10,208 · 3.18%
2022$13,986 · 5.91%
Similar plansHealth Care & Social Assistance · Pennsylvania
Valley Advantages, LLC PA$522K · 2.51%
Helpmates, Inc. PA$424K · 1.46%
Your Own Home Inc PA$419K · 0.84%
Gwynedd Healthcare LLC PA$349K · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113685708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.