Plan Ledger DOL Form 5500 · updated monthly

Home Health & Hospice Care403(b)

HOME HEALTH & HOSPICE CARE EMPLOYER SPONSORED 403(B) PLAN · MERRIMACK, NH · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

Home Health & Hospice Care reported $111,466 in plan administrative expenses for 2022: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,203 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (212th of 411), and the 4,475th of 11,911 in health care & social assistance. In 2022, employees put in $3.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,084,747
Participants with balances319
Active participants246
Employer contributions$295,976
Employee contributions$1,160,883
Employer contribution per active participant$1,203
Average account balance$47,288
Benefits paid to participants$2,470,514
Plan auditUnmodified (clean) audit opinion
AuditorCARON BLETZER, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$15.1M · 319 accts · $296K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$31,609
Investment management$79,857
Total administrative$111,466
Employer contributions to the Home Health & Hospice Care plan · 2022
Employer contribution per active participant$1,203
Median for plans this size$2,266

Home Health & Hospice Care's 2022 employer contribution ran below the $2,266 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 history2
2023Not separately reported
2022$111,466 · 0.65%
Similar plansHealth Care & Social Assistance · New Hampshire
Nashua Eye Associates, P.A. NH$15.2M · 0.14%
Convenientmd LLC NH$13.1M · 0.73%
Amoskeag Health NH$12.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237331452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.