Plan Ledger DOL Form 5500 · updated monthly

Hope Hospice and Community Services, Inc.403(b)

HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN · FT MYERS, FL · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Hope Hospice and Community Services, Inc. reported $138,373 in plan administrative expenses for 2022: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio fell from 0.53% to 0.45%. 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 the 961st-largest of 3,644 plans among Florida employers on file, and the 3,200th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$24,563,613
Participants with balances977
Active participants876
Employer contributions$0
Employee contributions$3,009,519
Employer contribution per active participant$0
Average account balance$25,142
Benefits paid to participants$2,665,381
Plan auditUnmodified (clean) audit opinion
AuditorCLA (CLIFTONLARSONALLEN)
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$21.9M · 760 accts
2022$24.6M · 977 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,092
Investment management$104,281
Total administrative$138,373
Employer contributions to the Hope Hospice and Community Services, Inc. plan · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Hope Hospice and Community Services, Inc.'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 history3
2024Not separately reported
2023$105,243 · 0.45%
2022$138,373 · 0.53%
All plans at this employer2
HOPE HOSPICE AND COMMUNITY SERVICES, INC. RETIREMENT PLAN403(b)
HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Diversus Health, Inc. FL$25.1M · 0.52%
Solaris Foundation, Inc. FL$24.8M · 0.46%
Cano Health, LLC FL$24.2M · 1.00%
Growth Orthopaedics Mso FL$24.0M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592128697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.