Plan Ledger DOL Form 5500 · updated monthly

United Presbyterian Home403(b)

UNITED PRESBYTERIAN HOME 403(B) PLAN · WASHINGTON, IA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

United Presbyterian Home reported $865 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $679 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 Iowa (786th of 878), and 9,758th of 11,911 in health care & social assistance. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,347,323
Participants with balances76
Active participants126
Employer contributions$85,514
Employee contributions$128,758
Employer contribution per active participant$679
Average account balance$30,886
Benefits paid to participants$272,161
Plan auditUnmodified (clean) audit opinion
AuditorRYUN, GIVENS & COMPANY, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$865
Total administrative$865
Employer contributions to the United Presbyterian Home plan · 2022
Employer contribution per active participant$679
Median for plans this size$1,114

United Presbyterian Home's 2022 employer contribution ran below 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$865 · 0.03%
Similar plansHealth Care & Social Assistance · Iowa
First Resources Corp. IA$2.5M · 0.67%
Wellspire, LLC IA$2.3M · 1.30%
Talk to Me Technologies IA$2.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420713662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.