Plan Ledger DOL Form 5500 · updated monthly

The Elizabeth Hospice401(k)

THE ELIZABETH HOSPICE 401(K) PLAN · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

The Elizabeth Hospice reported $105,502 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,363 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 fell from 0.85% to 0.57%. 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 3,758th-largest of 9,483 plans among California employers on file, and the 3,816th of 11,911 in health care & social assistance. In 2024, employees put in $4.95 for every $1.00 the employer contributed; active participation has shrunk from 247 to 216 since 2022.

Plan summary
Net assets, end of year$19,074,876
Participants with balances351
Active participants216
Employer contributions$294,456
Employee contributions$1,457,377
Employer contribution per active participant$1,363
Average account balance$54,344
Benefits paid to participants$2,676,568
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 351 accts · $294K emplr
2023$18.0M · 372 accts · $437K emplr
2022$16.3M · 391 accts · $450K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,509
Investment management$57,993
Total administrative$105,502
The The Elizabeth Hospice 401(k) match · 2024
Employer contribution per active participant$1,363
Median for plans this size$2,416
2024$1,363 per active participant
2023$1,995 per active participant
2022$1,822 per active participant

The Elizabeth Hospice'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 · 20243
MORGAN STANLEY · Investment advisory (plan)$46,968
EMPOWER ADVISORY GROUP, LLC · Investment management$11,025

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$105,502 · 0.57%
2023$94,389 · 0.55%
2022$154,080 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · California
Biocare Medical, LLC CA$19.3M · 0.08%
Hillsides CA$19.2M · 0.44%
Community Initiatives CA$19.2M · 0.04%
Hillsides CA$18.9M · 0.41%
Montage Medical Group CA$18.8M · 0.15%
Waymakers CA$18.6M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953275679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.