Plan Ledger DOL Form 5500 · updated monthly

Princeton Memorial Company401(k)

PRINCETON MEMORIAL COMPANY EMPLOYEES RETIREMENT PLAN · PRINCETON, WV · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Princeton Memorial Company reported $8,444 in plan administrative expenses for 2022: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,196 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in West Virginia (232nd of 265), and 9,748th of 11,911 in health care & social assistance. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,359,880
Participants with balances92
Active participants109
Employer contributions$130,379
Employee contributions$183,211
Employer contribution per active participant$1,196
Average account balance$25,651
Benefits paid to participants$797,112
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$8,444
Total administrative$8,444
The Princeton Memorial Company 401(k) match · 2022
Employer contribution per active participant$1,196
Median for plans this size$1,114

Princeton Memorial Company's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,444 · 0.30%
Similar plansHealth Care & Social Assistance · West Virginia
Fox Nursing Home, Inc. WV$2.6M · 1.04%
Healthways, Inc. WV$2.5M · 0.98%
Best Life Therapy, LLC WV$2.4M · 0.86%
Jan-Care Ambulance, Inc. WV$2.1M · 0.51%
Council on Aging, Inc. WV$1.4M · 0.14%
Edgewood Summit, Inc. WV$1.3M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 556024669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.