Plan Ledger DOL Form 5500 · updated monthly

Hospice & Palliative Carecenter403(b)

HOSPICE & PALLIATIVE CARECENTER 403(B) RETIREMENT PLAN · WINSTON SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Hospice & Palliative Carecenter reported $52,602 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,318 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 0.27% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 730th-largest of 2,005 plans among North Carolina employers on file, and the 3,676th of 11,911 in health care & social assistance. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,206,427
Participants with balances266
Active participants352
Employer contributions$463,959
Employee contributions$1,201,818
Employer contribution per active participant$1,318
Average account balance$75,964
Benefits paid to participants$727,269
Plan auditDisclaimer of opinion
AuditorDEAN DORTON
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 266 accts · $464K emplr
2023$16.4M · 262 accts · $405K emplr
2022$13.3M · 250 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,853
Investment management$3,749
Total administrative$52,602
Employer contributions to the Hospice & Palliative Carecenter plan · 2024
Employer contribution per active participant$1,318
Median for plans this size$2,416
2024$1,318 per active participant
2023$1,121 per active participant
2022$955 per active participant

Hospice & Palliative Carecenter's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$48,854

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,602 · 0.29%
2023$46,537 · 0.31%
2022$41,722 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Ipas, Inc. NC$21.1M · 0.20%
Workplace Options, LLC NC$20.8M · 0.44%
Lower Cape Fear Lifecare NC$20.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581343313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.