Plan Ledger DOL Form 5500 · updated monthly

H.O.P.E. Group. LLC401(k)

H.O.P.E. GROUP 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.63%

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

H.O.P.E. Group. LLC reported $12,212 in plan administrative expenses for 2022: 0.63% of average plan assets, above the peer median. Employer contributions averaged $117 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 health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,089th of 1,285), and 10,318th of 11,911 in health care & social assistance. In 2022, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,681,359
Participants with balances47
Active participants167
Employer contributions$19,596
Employee contributions$57,878
Employer contribution per active participant$117
Average account balance$35,774
Benefits paid to participants$148,218
Plan auditUnmodified (clean) audit opinion
AuditorEVERS ROBINSON LTD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,212
Total administrative$12,212
The H.O.P.E. Group. LLC 401(k) match · 2022
Employer contribution per active participant$117
Median for plans this size$1,114

H.O.P.E. Group. LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,212 · 0.63%
Similar plansHealth Care & Social Assistance · Arizona
Hozhoni Foundation, Inc. AZ$1.9M · 0.32%
Buena Vista Recovery, LLC AZ$1.6M · 6.62%
Team 4 Kids, LLC AZ$1.5M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860849487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.