Plan Ledger DOL Form 5500 · updated monthly

Phoenix Rehabilitation and Health Services, Inc.401(k)

PHOENIX REHABILITATION AND HEALTH SERVICES, INC. 401(K) PLAN · CRANBERRY TOWNSHIP, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Phoenix Rehabilitation and Health Services, Inc. reported $50,899 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,870 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. 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 849th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,003rd of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has shrunk from 1,004 to 900 since 2022.

Plan summary
Net assets, end of year$46,152,824
Participants with balances736
Active participants900
Employer contributions$1,682,760
Employee contributions$3,882,216
Employer contribution per active participant$1,870
Average account balance$62,708
Benefits paid to participants$2,520,728
Plan auditUnmodified (clean) audit opinion
AuditorCGN CPA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$46.2M · 736 accts · $1.7M emplr
2023$37.1M · 727 accts · $1.5M emplr
2022$28.2M · 677 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,100
Investment management$20,799
Total administrative$50,899
The Phoenix Rehabilitation and Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,870
Median for plans this size$2,416
2024$1,870 per active participant
2023$1,421 per active participant
2022$1,483 per active participant

Phoenix Rehabilitation and Health Services, 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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$20,799

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$50,899 · 0.12%
2023$48,921 · 0.15%
2022$37,252 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Pmhcc, Inc. PA$47.6M · 0.31%
Hospice & Community Care PA$42.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232918467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.