Plan Ledger DOL Form 5500 · updated monthly

Fellowship Hall, Inc.Profit-sharing plan

FELLOWSHIP HALL RETIREMENT PLAN · GREENSBORO, NC · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Fellowship Hall, Inc. reported $10,739 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,827 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 0.26% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,385th of 2,005), and 7,469th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,806,332
Participants with balances184
Active participants100
Employer contributions$482,746
Employee contributions—
Employer contribution per active participant$4,827
Average account balance$31,556
Benefits paid to participants$734,781
Plan auditUnmodified (clean) audit opinion
AuditorDMJPS PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$5.8M · 184 accts · $483K emplr
2022$5.1M · 184 accts · $481K emplr
Administrative expenses, itemized · 2023
Investment management$10,739
Total administrative$10,739
Employer contributions to the Fellowship Hall, Inc. plan · 2023
Employer contribution per active participant$4,827
Median for plans this size$1,308
2023$4,827 per active participant
2022$4,535 per active participant

Fellowship Hall, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VARIABLE ANNUITY LIFE INSURANCE CO · Loan processing · Investment advisory (participants)$10,739

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$10,739 · 0.20%
2022$12,371 · 0.26%
All plans at this employer2
FELLOWSHIP HALL RETIREMENT PLANProfit-sharing plan
FELLOWSHIP HALL RETIREMENT PLANProfit-sharing plan
Similar plansHealth Care & Social Assistance · North Carolina
Hopeway Foundation NC$6.0M · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 560949273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.