Plan Ledger DOL Form 5500 · updated monthly

Invision Human Services401(k)

INVISION HUMAN SERVICES RETIREMENT PLAN · WEXFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Invision Human Services reported $89,770 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,678 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 1.11% to 0.52%. 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 1,614th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,911th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,352,436
Participants with balances467
Active participants393
Employer contributions$1,052,487
Employee contributions$1,750,962
Employer contribution per active participant$2,678
Average account balance$39,299
Benefits paid to participants$2,060,999
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH & KING, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 467 accts · $1.1M emplr
2023$15.9M · 477 accts · $967K emplr
2022$14.1M · 496 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,770
Total administrative$89,770
The Invision Human Services 401(k) match · 2024
Employer contribution per active participant$2,678
Median for plans this size$2,416
2024$2,678 per active participant
2023$2,512 per active participant
2022$2,522 per active participant

Invision Human Services's 2024 employer contribution ran above 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 · 20243
PRINCIPAL LIFE INSURANCE COPANY · Contract administrator · Loan processing$105,331
DEFINITI LLC · Contract administrator · Other services$1,875
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect 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$89,770 · 0.52%
2023$97,036 · 0.65%
2022$145,163 · 1.11%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Hope Enterprises, Inc. PA$19.0M · 0.48%
Pinnacle Ent Alliance, LLC PA$18.5M · 0.50%
Union Community Care PA$18.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272934090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.