Plan Ledger DOL Form 5500 · updated monthly

Fellowship Health Resources, Inc.403(b)

FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN · MEDIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Fellowship Health Resources, Inc. reported $39,581 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $242 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 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,587th of 3,651), and 6,664th of 11,911 in health care & social assistance. In 2024, employees put in $7.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,488,836
Participants with balances382
Active participants374
Employer contributions$90,365
Employee contributions$703,420
Employer contribution per active participant$242
Average account balance$19,604
Benefits paid to participants$1,151,209
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 382 accts · $90K emplr
2023$6.9M · 424 accts · $83K emplr
2022$5.8M · 459 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,581
Total administrative$39,581
Employer contributions to the Fellowship Health Resources, Inc. plan · 2024
Employer contribution per active participant$242
Median for plans this size$1,313
2024$242 per active participant
2023$233 per active participant
2022$231 per active participant

Fellowship Health Resources, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS$37,631

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

Administrative cost history3
2024$39,581 · 0.55%
2023$34,218 · 0.54%
2022$36,481 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Verber Dental Group PA$7.7M · 0.35%
Willow Valley Associates PA$7.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050373414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.