Plan Ledger DOL Form 5500 · updated monthly

Calais Community Hospital403(b)

CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN · CALAIS, ME · plan year 2024

Reported admin expense ratio · 2024
0.57%

Calais Community Hospital reported $70,613 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. 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 fell from 0.62% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maine (199th of 354), and the 5,003rd of 11,911 in health care & social assistance. active participation has grown from 181 to 205 since 2022.

Plan summary
Net assets, end of year$12,581,643
Participants with balances207
Active participants205
Employer contributions—
Employee contributions$309,865
Employer contribution per active participant—
Average account balance$60,781
Benefits paid to participants$1,161,596
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 207 accts
2023$12.3M · 215 accts
2022$11.6M · 222 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,109
Investment management$22,504
Total administrative$70,613
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
LINCOLN NATIONAL CORP · Contract administrator$48,109
CLEARPOINT CAPITAL- AMERIPRIS · Consulting$22,504

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$70,613 · 0.57%
2023$64,228 · 0.54%
2022$78,373 · 0.62%
Similar plansHealth Care & Social Assistance · Maine
Opportunity Alliance ME$18.1M · 0.52%
Pines Health Services ME$14.6M · 0.41%
Community Concepts, Inc. ME$12.7M · 0.85%
First Atlantic Corporation ME$11.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862728785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.