Plan Ledger DOL Form 5500 · updated monthly

North Idaho Eye Institute, PA401(k)

NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN · COEUR D ALENE, ID · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

North Idaho Eye Institute, PA reported $37,179 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,387 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 0.47% to 0.30%. 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 144th-largest of 349 plans among Idaho employers on file, and the 4,878th of 11,911 in health care & social assistance. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,147,178
Participants with balances178
Active participants134
Employer contributions$587,832
Employee contributions$455,507
Employer contribution per active participant$4,387
Average account balance$73,861
Benefits paid to participants$780,617
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 178 accts · $588K emplr
2023$11.4M · 166 accts · $564K emplr
2022$9.1M · 148 accts · $536K emplr
Administrative expenses, itemized · 2024
Investment management$37,179
Total administrative$37,179
The North Idaho Eye Institute, PA 401(k) match · 2024
Employer contribution per active participant$4,387
Median for plans this size$2,416
2024$4,387 per active participant
2023$4,309 per active participant
2022$4,158 per active participant

North Idaho Eye Institute, PA's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS LLC · Recordkeeping · Investment management$15,253
MERCER GLOBAL ADVISORS · Investment advisory (participants)$22,645
POWERS STROMBERG · Plan administrator$300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,179 · 0.30%
2023$35,832 · 0.35%
2022$44,589 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Jannus, Inc. ID$13.4M · 0.39%
Health West, Inc. ID$11.4M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820448111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.