Plan Ledger DOL Form 5500 · updated monthly

Anderson Healthcare403(b)

ANDERSON HEALTHCARE 403(B) PLAN · MARYVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Anderson Healthcare reported $154,987 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,086 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 600th-largest of 3,702 plans among Illinois employers on file, and the 1,150th of 11,911 in health care & social assistance. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,880,513
Participants with balances1,815
Active participants1,640
Employer contributions$1,780,953
Employee contributions$5,274,310
Employer contribution per active participant$1,086
Average account balance$51,725
Benefits paid to participants$10,746,298
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,915
Investment management$27,072
Total administrative$154,987
Employer contributions to the Anderson Healthcare plan · 2024
Employer contribution per active participant$1,086
Median for plans this size$3,635

Anderson Healthcare's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$85,810
CREATIVE PLANNING, LLC · Investment advisory (plan)$27,072

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$154,987 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Osf Healthcare System IL$106.3M · 0.09%
Anderson Healthcare IL$84.7M · 0.00%
Rml Health Providers, LP IL$76.9M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370662561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.