Plan Ledger DOL Form 5500 · updated monthly

Bacon County Health Services, Inc.403(b)

BACON COUNTY HOSPITAL TAX SHELTERED ANNUITY PLAN · ALMA, GA · plan year 2025

Reported admin expense ratio · 2025
0.79%

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

Bacon County Health Services, Inc. reported $98,855 in plan administrative expenses for 2025: 0.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $381 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 3 years on file its reported administrative ratio fell from 0.89% to 0.79%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,065th-largest of 2,160 plans among Georgia employers on file, and the 4,766th of 11,911 in health care & social assistance. In 2025, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,656,088
Participants with balances261
Active participants814
Employer contributions$310,310
Employee contributions$723,734
Employer contribution per active participant$381
Average account balance$52,322
Benefits paid to participants$566,870
Plan auditUnmodified (clean) audit opinion
AuditorDRAFFIN & TUCKER LLP
Plan history4
Yearassets · accounts · employer contribution
2025$13.7M · 261 accts · $310K emplr
2024$11.5M · 243 accts · $291K emplr
2023$10.0M · 241 accts · $289K emplr
2022$8.6M · 277 accts · $302K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$98,855
Total administrative$98,855
Employer contributions to the Bacon County Health Services, Inc. plan · 2025
Employer contribution per active participant$381
Median for plans this size$2,666
2025$381 per active participant
2024$379 per active participant
2023$471 per active participant
2022$371 per active participant

Bacon County Health Services, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$87,613
ORENDA RETIREMENT · Other services · Contract administrator$5,902
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$98,855 · 0.79%
2024$99,810 · 0.93%
2023$83,168 · 0.89%
2022$85,230 · 0.89%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Medlink Georgia, Inc. GA$14.0M · 0.52%
Ermi LLC GA$13.5M · 0.12%
Hillside Inc. GA$13.0M · 0.02%
Primary Pediatrics, P.C. GA$12.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582224545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.