Plan Ledger DOL Form 5500 · updated monthly

Phi D/B/A Presbyterian Senior Living403(b)

PRESBYTERIAN SENIOR LIVING 403(B) PLAN · DILLSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Phi D/B/A Presbyterian Senior Living reported $168,334 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $714 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 0.51% to 0.58%. 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 1,125th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,638th of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 1,985 to 2,412 since 2022.

Plan summary
Net assets, end of year$31,906,950
Participants with balances1,019
Active participants2,412
Employer contributions$1,722,015
Employee contributions$3,312,957
Employer contribution per active participant$714
Average account balance$31,312
Benefits paid to participants$3,126,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 1,019 accts · $1.7M emplr
2023$25.7M · 888 accts
2022$22.6M · 732 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,103
Investment management$100,867
Trustee / custodial$15,364
Total administrative$168,334
Employer contributions to the Phi D/B/A Presbyterian Senior Living plan · 2024
Employer contribution per active participant$714
Median for plans this size$2,416

Phi D/B/A Presbyterian Senior Living's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20246
CONRAD SIEGEL ACTUARIES · Recordkeeping · Pension consulting$52,103
CONRAD SIEGEL INVESTMENT ADVISORS · Investment advisory (plan) · Participant communication$100,866
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trustee (directed)$15,364
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY MANAGEMENT & RESEARCH COMP · Investment managementindirect comp
J.P. MORGAN INVESTMENT MANAGEMENT, · Investment managementindirect comp

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

Recordkeeper by year2
2024Conrad Siegel
2023Conrad Siegel

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

Administrative cost history3
2024$168,334 · 0.58%
2023$129,906 · 0.54%
2022$127,414 · 0.51%
All plans at this employer2
PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
PRESBYTERIAN SENIOR LIVING 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Somerset Hospital PA$33.8M · 0.49%
Willow Valley Communities PA$32.7M · 0.42%
Ttg Imaging Solutions, LLC PA$32.1M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231381404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.