Plan Ledger DOL Form 5500 · updated monthly

Good Samaritan Hospice, Inc.401(k)

GOOD SAMARITAN HOSPICE, INC. 401(K) PLAN · ROANOKE, VA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Good Samaritan Hospice, Inc. reported $6,566 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,914 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 rose from 0.14% to 0.19%. 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 Virginia (1,923rd of 2,266), and 8,637th of 11,911 in health care & social assistance. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 108 to 136 since 2022.

Plan summary
Net assets, end of year$3,878,030
Participants with balances168
Active participants136
Employer contributions$260,270
Employee contributions$430,684
Employer contribution per active participant$1,914
Average account balance$23,084
Benefits paid to participants$301,692
Plan auditUnmodified (clean) audit opinion
AuditorBROWN EDWARDS CPA
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 168 accts · $260K emplr
2023$3.1M · 166 accts · $318K emplr
2022$2.2M · 137 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,368
Investment management$536
Total administrative$6,566
The Good Samaritan Hospice, Inc. 401(k) match · 2024
Employer contribution per active participant$1,914
Median for plans this size$1,313
2024$1,914 per active participant
2023$2,589 per active participant
2022$1,731 per active participant

Good Samaritan Hospice, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ENVESTNET RETIREMENT SOLUTIONS, LLC$662
EMPOWER ADVISORY GROUP, LLC · Investment management$536
USI SECURITIES INCindirect comp

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$6,566 · 0.19%
2023$2,885 · 0.11%
2022$3,047 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
New Hope Housing, Inc. VA$3.9M · 0.04%
Centralcare, Incorporated VA$3.9M · 0.09%
Wall Residences, Inc. VA$3.8M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541608259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.