Plan Ledger DOL Form 5500 · updated monthly

Allwell Behavioral Health Services403(b)

ALLWELL BEHAVIORAL HEALTH SERVICES GAIN SHARING PL · ZANESVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Allwell Behavioral Health Services reported $3,822 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $349 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 rose from 0.065% to 0.075%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,512th of 3,295), and 7,792nd of 11,911 in health care & social assistance. active participation has shrunk from 229 to 177 since 2022.

Plan summary
Net assets, end of year$5,205,515
Participants with balances314
Active participants177
Employer contributions$61,693
Employee contributions—
Employer contribution per active participant$349
Average account balance$16,578
Benefits paid to participants$372,952
Plan auditUnmodified (clean) audit opinion
AuditorCO&CO TAX AND ACCOUNTING SERVICES
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 314 accts · $62K emplr
2023$5.1M · 302 accts · $86K emplr
2022$5.0M · 305 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,822
Total administrative$3,822
Employer contributions to the Allwell Behavioral Health Services plan · 2024
Employer contribution per active participant$349
Median for plans this size$1,313
2024$349 per active participant
2023$466 per active participant
2022$389 per active participant

Allwell Behavioral Health Services's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$3,822

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$3,822 · 0.07%
2023$3,574 · 0.07%
2022$3,113 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Lifecare Alliance OH$5.3M · 0.38%
Sjo Kids, Inc. OH$5.3M · 0.79%
Compdrug, Inc. OH$5.2M · 0.02%
Psi Associates, Inc. OH$5.2M · 0.89%
Central Clinic, Inc. OH$5.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310642653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.