Plan Ledger DOL Form 5500 · updated monthly

Hospice of Rutherford County, Inc.401(k)

HOSPICE OF RUTHERFORD COUNTY, INC'S PROTOTYPE 401K · FOREST CITY, NC · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Hospice of Rutherford County, Inc. reported $843 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,727 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,702nd of 2,005), and 9,517th of 11,911 in health care & social assistance. In 2022, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,661,734
Participants with balances69
Active participants12
Employer contributions$68,723
Employee contributions$93,165
Employer contribution per active participant$5,727
Average account balance$38,576
Benefits paid to participants$1,650,441
Plan auditUnmodified (clean) audit opinion
AuditorWEBSTERROGERS LLP
Administrative expenses, itemized · 2022
Professional / advisory$843
Total administrative$843
The Hospice of Rutherford County, Inc. 401(k) match · 2022
Employer contribution per active participant$5,727
Median for plans this size$1,114

Hospice of Rutherford County, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 history1
2022$843 · 0.02%
Similar plansHealth Care & Social Assistance · North Carolina
Starmount Management LLC NC$2.7M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561337169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.