Plan Ledger DOL Form 5500 · updated monthly

Insight Human Services, Inc.403(b)

INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN · WINSTON-SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Insight Human Services, Inc. reported $54,875 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,259 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 fell from 1.08% to 0.95%. 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 North Carolina (1,364th of 2,005), and 7,266th of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,174,733
Participants with balances229
Active participants195
Employer contributions$245,437
Employee contributions$308,939
Employer contribution per active participant$1,259
Average account balance$26,964
Benefits paid to participants$202,432
Plan auditDisclaimer of opinion
AuditorMARTIN STARNES & ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 229 accts · $245K emplr
2023$5.3M · 242 accts · $207K emplr
2022$5.0M · 238 accts · $194K emplr
Administrative expenses, itemized · 2024
Investment management$54,875
Total administrative$54,875
Employer contributions to the Insight Human Services, Inc. plan · 2024
Employer contribution per active participant$1,259
Median for plans this size$1,313
2024$1,259 per active participant
2023$1,139 per active participant
2022$1,019 per active participant

Insight Human Services, Inc.'s 2024 employer contribution ran below 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 · 20244
3D ASSET MANAGEMENT · Investment management$26,980
ASPIRE FINANCIAL SERVICES, LLC · Contract administrator$18,754
NATIONAL BENEFIT SERVICES · Contract administrator$8,622
LINCOLN NATIONAL CORPORATION · Contract administrator$518

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$54,875 · 0.95%
2023$51,497 · 1.00%
2022$50,757 · 1.08%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Holy Angels, Inc. NC$6.4M · 1.21%
Candid Care Co. NC$6.2M · 0.07%
Hopeway Foundation NC$6.0M · 0.93%
Fellowship Hall, Inc. NC$5.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560951129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.