Plan Ledger DOL Form 5500 · updated monthly

Capital Health Services, Inc.401(k)

CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST · MIAMISBURG, OH · plan year 2024

Reported admin expense ratio · 2024
1.33%

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

Capital Health Services, Inc. reported $111,135 in plan administrative expenses for 2024: 1.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $964 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 1.25% to 1.33%. 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 (2,102nd of 3,295), and 6,112th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 719 to 538 since 2022.

Plan summary
Net assets, end of year$8,837,118
Participants with balances383
Active participants538
Employer contributions$518,400
Employee contributions$765,247
Employer contribution per active participant$964
Average account balance$23,073
Benefits paid to participants$1,335,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 383 accts · $518K emplr
2023$7.9M · 513 accts · $586K emplr
2022$6.3M · 501 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,135
Total administrative$111,135
The Capital Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$964
Median for plans this size$1,313
2024$964 per active participant
2023$1,129 per active participant
2022$749 per active participant

Capital Health Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$25,647
BENEFIT PLANS PLUS, LLC · Contract administrator$25,294
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$4,107

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$111,135 · 1.33%
2023$93,076 · 1.31%
2022$82,966 · 1.25%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
One Health Ohio OH$9.2M · 0.67%
Maryhaven Inc. OH$8.9M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201292646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.