Plan Ledger DOL Form 5500 · updated monthly

Home Healthcare, Hospice and Community Services403(b)

HCS 403(B) RETIREMENT PLAN · KEENE, NH · plan year 2023

Reported admin expense ratio · 2023
0.54%

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

Home Healthcare, Hospice and Community Services reported $52,964 in plan administrative expenses for 2023: 0.54% of average plan assets, above the peer median. Employer contributions averaged $923 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 0.39% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (260th of 411), and the 5,572nd of 11,911 in health care & social assistance. In 2023, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,440,258
Participants with balances252
Active participants214
Employer contributions$197,425
Employee contributions$714,178
Employer contribution per active participant$923
Average account balance$41,430
Benefits paid to participants$1,015,278
Plan auditUnmodified (clean) audit opinion
AuditorBERRY DUNN MCNEIL AND PARKER
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 222 accts · $152K emplr
2023$10.4M · 252 accts · $197K emplr
2022$9.2M · 230 accts · $165K emplr
Employer contributions to the Home Healthcare, Hospice and Community Services plan · 2023
Employer contribution per active participant$923
Median for plans this size$1,308
2024$817 per active participant
2023$923 per active participant
2022$807 per active participant

Home Healthcare, Hospice and Community Services's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
OSAIC WEALTH INC · Investment advisory (plan)$25,000
BERRY DUNN MCNEIL AND PARKER · Accounting / audit$9,542
THE ANGELL PENSION GROUP, INC. · Contract administrator$8,500

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$45,701 · 0.45%
2023$52,964 · 0.54%
2022$39,907 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Cornerstone Vna NH$10.9M · 0.76%
Harbor Homes, Inc. NH$10.9M · 0.48%
Mid-State Health Center NH$10.2M · 0.56%
Waypoint NH$9.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020464932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.