Plan Ledger DOL Form 5500 · updated monthly

F M H Limited401(k)

THE FRANCIS MARION HOTEL 401(K) PLAN · CHARLESTON, SC · plan year 2022

Reported admin expense ratio · 2022
0.63%

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

F M H Limited reported $15,565 in plan administrative expenses for 2022: 0.63% of average plan assets, above the peer median. Employer contributions averaged $744 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 accommodation & food services employers. By assets it is among the smaller plans on file in South Carolina (693rd of 807), and 1,412th of 2,240 in accommodation & food services. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,126,118
Participants with balances81
Active participants113
Employer contributions$84,066
Employee contributions$150,936
Employer contribution per active participant$744
Average account balance$26,248
Benefits paid to participants$348,428
Plan auditUnmodified (clean) audit opinion
AuditorGREER WALKER LLP
The F M H Limited 401(k) match · 2022
Employer contribution per active participant$744
Median for plans this size$1,114

F M H Limited's 2022 employer contribution ran below the $1,114 median for plans its size. 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$15,565 · 0.63%
Same employer
Similar plansAccommodation & Food Services · South Carolina
Ro Ho Ho, Inc. SC$2.9M · 0.27%
Perfect Delivery Inc SC$2.8M · 0.63%
Gsp Transportation Inc. SC$2.1M · 0.94%
Coastal Management LLC SC$1.3M · 1.18%
A.M.C. Management Corp. SC$1.0M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571010271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.