Plan Ledger DOL Form 5500 · updated monthly

Helpsource of North Shore Inc dba Comfort Keepers401(k)

COMFORT KEEPERS 401(K) PLAN · BUFFALO GROVE, IL · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

Helpsource of North Shore Inc dba Comfort Keepers reported $3,739 in plan administrative expenses for 2022: 1.16% of average plan assets, above the peer median. Employer contributions averaged $273 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,583rd of 3,702), and 11,484th of 11,911 in health care & social assistance. In 2022, employees put in $4.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$384,313
Participants with balances76
Active participants160
Employer contributions$43,601
Employee contributions$174,655
Employer contribution per active participant$273
Average account balance$5,057
Benefits paid to participants$40,921
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,739
Total administrative$3,739
The Helpsource of North Shore Inc dba Comfort Keepers 401(k) match · 2022
Employer contribution per active participant$273
Median for plans this size$331

Helpsource of North Shore Inc dba Comfort Keepers's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,739 · 1.16%
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Medstar Laboratory, Inc. IL$423K · 1.58%
Open Arms Solutions IL$367K · 1.54%
In-Home Care Connection IL$349K · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364412421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.