Plan Ledger DOL Form 5500 · updated monthly

Kanawha Hospice Care, Inc.DC plan

403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. · CHARLESTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Kanawha Hospice Care, Inc. reported $49,361 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,899 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 0.01% to 0.26%. 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 81st-largest of 265 plans among West Virginia employers on file, and the 3,768th of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has shrunk from 272 to 243 since 2022.

Plan summary
Net assets, end of year$19,444,084
Participants with balances354
Active participants243
Employer contributions$461,473
Employee contributions$827,569
Employer contribution per active participant$1,899
Average account balance$54,927
Benefits paid to participants$2,150,240
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 354 accts · $461K emplr
2023$18.4M · 372 accts · $504K emplr
2022$17.9M · 438 accts · $572K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,892
Investment management$35,469
Total administrative$49,361
Employer contributions to the Kanawha Hospice Care, Inc. plan · 2024
Employer contribution per active participant$1,899
Median for plans this size$2,416
2024$1,899 per active participant
2023$2,126 per active participant
2022$2,103 per active participant

Kanawha Hospice Care, Inc.'s 2024 employer contribution ran below 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 · 20245
AXXCESS WEALTH MANAGEMENT, LLC · Investment advisory (plan)$34,000
ENVESTNET RETIREMENT SOLUTIONS, LLC$9,241
JACKSON KELLY PLLC · Contract administrator$8,231
EMPOWER ADVISORY GROUP, LLC · Investment management$1,469

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$49,361 · 0.26%
2023$32,778 · 0.18%
2022$2,988 · 0.01%
Similar plansHealth Care & Social Assistance · West Virginia
Retina Consultants, PLLC WV$20.1M · 0.04%
Pleasant Valley Hospital WV$19.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341337316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.