Plan Ledger DOL Form 5500 · updated monthly

Hospice of Southern Illinois, Inc.403(b)

HOSPICE OF SOUTHERN ILLINOIS, INC. 403(B) PLAN · BELLEVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Hospice of Southern Illinois, Inc. reported $39,413 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,572 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 0.67% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,860th of 3,702), and 3,540th of 5,215 in retail trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,814,117
Participants with balances122
Active participants118
Employer contributions$185,515
Employee contributions$519,081
Employer contribution per active participant$1,572
Average account balance$47,657
Benefits paid to participants$538,300
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 122 accts · $186K emplr
2023$4.9M · 122 accts · $173K emplr
2022$3.9M · 109 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,981
Investment management$26,432
Total administrative$39,413
Employer contributions to the Hospice of Southern Illinois, Inc. plan · 2024
Employer contribution per active participant$1,572
Median for plans this size$1,313
2024$1,572 per active participant
2023$1,442 per active participant
2022$1,309 per active participant

Hospice of Southern Illinois, 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
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$26,432
LINCOLN NATIONAL CORPORATION · Contract administrator$12,981

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$39,413 · 0.74%
2023$36,956 · 0.85%
2022$25,843 · 0.67%
Same employer
Similar plansRetail Trade · Illinois
Alliance Hearing, Inc. IL$6.0M · 0.98%
Liberty Auto City, Inc. IL$6.0M · 0.89%
Autohaus Automotive Inc. IL$5.4M · 0.26%
Mac Rx, LLC IL$5.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371107446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.