Plan Ledger DOL Form 5500 · updated monthly

Stein Hospice Services, Inc403(b)

SECTION 403(B) RETIREMENT PLAN FOR STEIN HOSPICE SERVICE, INC 403(B) PLAN · SANDUSKY, OH · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Stein Hospice Services, Inc reported $488 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,920 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 1 year on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,310th of 3,295), and 2,025th of 3,341 in other services. In 2022, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,960,395
Participants with balances176
Active participants98
Employer contributions$188,178
Employee contributions$354,220
Employer contribution per active participant$1,920
Average account balance$39,548
Benefits paid to participants$1,656,304
Plan auditDisclaimer of opinion
AuditorH W & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$5.2M · 158 accts · $3K emplr
2022$7.0M · 176 accts · $188K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$488
Total administrative$488
Employer contributions to the Stein Hospice Services, Inc plan · 2022
Employer contribution per active participant$1,920
Median for plans this size$1,114
2023$38 per active participant
2022$1,920 per active participant

Stein Hospice Services, Inc'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 history3
2024Not separately reported
2023$1,323 · 0.02%
2022$488 · 0.01%
Similar plansOther Services · Ohio
United Labor Agency OH$7.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341411008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.