Plan Ledger DOL Form 5500 · updated monthly

Shared Support Inc.401(k)

SHARED SUPPORT INC. 401(K) PLAN · SUNBURY, PA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Shared Support Inc. reported $28,707 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $1,180 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 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,754th of 3,651), and 7,387th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 199 to 226 since 2022.

Plan summary
Net assets, end of year$5,934,597
Participants with balances151
Active participants226
Employer contributions$266,775
Employee contributions$429,748
Employer contribution per active participant$1,180
Average account balance$39,302
Benefits paid to participants$215,332
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 151 accts · $267K emplr
2023$4.8M · 142 accts · $259K emplr
2022$3.7M · 137 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,707
Total administrative$28,707
The Shared Support Inc. 401(k) match · 2024
Employer contribution per active participant$1,180
Median for plans this size$1,313
2024$1,180 per active participant
2023$1,223 per active participant
2022$1,187 per active participant

Shared Support Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
EMPOWER ADVISORY GROUP ,LLC · Investment management$2,047
CETERA INVESTMENT SERVICES LLCindirect comp
THE PARAGON ALLIANCE GROUP, LLC · Contract administratorindirect comp

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$28,707 · 0.53%
2023$25,772 · 0.60%
2022$20,724 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Highlands Hospital PA$6.0M · 0.40%
Laurel View Village PA$6.0M · 0.23%
Longwood at Oakmont, Inc. PA$5.9M · 0.45%
Xanitos Inc. PA$5.9M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202881218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.