Plan Ledger DOL Form 5500 · updated monthly

Hospice of North Idaho, Inc.403(b)

HOSPICE OF NORTH IDAHO 403(B) RETIREMENT PLAN · COEUR D ALENE, ID · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Hospice of North Idaho, Inc. reported $13,029 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,671 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 0.34% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Idaho (252nd of 349), and 8,634th of 11,911 in health care & social assistance. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,883,427
Participants with balances126
Active participants113
Employer contributions$188,816
Employee contributions$373,024
Employer contribution per active participant$1,671
Average account balance$30,821
Benefits paid to participants$432,523
Plan auditUnmodified (clean) audit opinion
AuditorANASTASIA MOORE MARTIN
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 126 accts · $189K emplr
2023$3.4M · 134 accts · $200K emplr
2022$3.4M · 140 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,029
Total administrative$13,029
Employer contributions to the Hospice of North Idaho, Inc. plan · 2024
Employer contribution per active participant$1,671
Median for plans this size$1,313
2024$1,671 per active participant
2023$1,865 per active participant
2022$1,647 per active participant

Hospice of North Idaho, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$13,029
MORGAN STANLEY · Other servicesindirect comp

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$13,029 · 0.36%
2023$12,577 · 0.37%
2022$12,428 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Ume Dental Growth, LLC ID$6.3M · 0.33%
Idaho Youth Ranch, Inc. ID$5.4M · 1.74%
Ashley Manor, LLC ID$3.3M · 1.25%
Communicare, Inc. ID$1.9M · 1.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820368366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.