Plan Ledger DOL Form 5500 · updated monthly

Young House Family Services, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. · BURLINGTON, IA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Young House Family Services, Inc. reported $677 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $390 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 (777th of 878), and 9,514th of 11,911 in health care & social assistance. In 2022, employees put in $5.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,665,413
Participants with balances77
Active participants31
Employer contributions$12,086
Employee contributions$66,595
Employer contribution per active participant$390
Average account balance$34,616
Benefits paid to participants$1,034,595
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON LARKIN & CO, PC
Employer contributions to the Young House Family Services, Inc. plan · 2022
Employer contribution per active participant$390
Median for plans this size$1,114

Young House Family Services, Inc.'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 history1
2022$677 · 0.02%
Similar plansHealth Care & Social Assistance · Iowa
Foundation 2, Inc. IA$2.9M · 1.35%
Family Resources, Inc. IA$2.8M · 0.82%
First Resources Corp. IA$2.5M · 0.67%
United Presbyterian Home IA$2.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420959956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.