Plan Ledger DOL Form 5500 · updated monthly

Family Health InternationalMoney purchase plan

FHI 360 EMPLOYEES' PENSION PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Family Health International reported $99,900 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,213 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 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 100th-largest of 2,005 plans among North Carolina employers on file, and the 649th of 11,654 in professional & technical services. active participation has shrunk from 1,389 to 1,192 since 2022.

Plan summary
Net assets, end of year$257,942,084
Participants with balances1,913
Active participants1,192
Employer contributions$16,941,946
Employee contributions$0
Employer contribution per active participant$14,213
Average account balance$134,836
Benefits paid to participants$20,616,910
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$257.9M · 1,913 accts · $16.9M emplr
2023$231.0M · 1,973 accts · $15.9M emplr
2022$196.9M · 1,966 accts · $14.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,900
Total administrative$99,900
Employer contributions to the Family Health International plan · 2024
Employer contribution per active participant$14,213
Median for plans this size$3,635
2024$14,213 per active participant
2023$13,345 per active participant
2022$10,351 per active participant

Family Health International's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$107,142

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$99,900 · 0.04%
2023$164,057 · 0.08%
2022$143,191 · 0.07%
All plans at this employer2
FHI 360 EMPLOYEES' PENSION PLANMoney purchase plan
FHI 360 EMPLOYEES' 403(B) PLAN403(b)
Same employer
Similar plansProfessional & Technical Services · North Carolina
Moore & van Allen PLLC NC$403.2M · 0.08%
Hoffman & Hoffman, Inc. NC$389.3M · 0.06%
Inmar, Inc. NC$240.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237413005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.