Plan Ledger DOL Form 5500 · updated monthly

U.P. Rehab Services, LLC401(k)

UP REHAB SERVICES LLC 401(K) PLAN · MARQUETTE, MI · plan year 2022

Reported admin expense ratio · 2022
1.22%

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

U.P. Rehab Services, LLC reported $38,965 in plan administrative expenses for 2022: 1.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1 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 Michigan (2,246th of 2,619), and 9,218th of 11,911 in health care & social assistance. In 2022, employees put in $2821.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,058,780
Participants with balances101
Active participants151
Employer contributions$148
Employee contributions$417,619
Employer contribution per active participant$1
Average account balance$30,285
Benefits paid to participants$141,006
Plan auditUnmodified (clean) audit opinion
AuditorMAKELA TOUTANT HILL NARDI & KATONA
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.1M · 101 accts · $148 emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$38,965
Total administrative$38,965
The U.P. Rehab Services, LLC 401(k) match · 2022
Employer contribution per active participant$1
Median for plans this size$1,114

U.P. Rehab Services, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 history2
2023Not separately reported
2022$38,965 · 1.22%
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Oakland Family Services MI$3.3M · 0.98%
Nxgen Mdx MI$3.2M · 0.84%
Health Call of Detroit MI$2.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202884448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.