Plan Ledger DOL Form 5500 · updated monthly

Capital Region Medical Center401(k)

CAPITAL REGION MEDICAL CENTER 401(K) PROFIT SHARING PLAN · JEFFERSON CITY, MO · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Capital Region Medical Center reported $277,385 in plan administrative expenses for 2023: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $120,969 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 1 year on file its reported administrative ratio rose from 0.22% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 171st-largest of 1,393 plans among Missouri employers on file, and the 988th of 11,911 in health care & social assistance. In 2023, employees put in $2.37 for every $1.00 the employer contributed; active participation has shrunk from 1,342 to 21 since 2022.

Plan summary
Net assets, end of year$114,409,854
Participants with balances2,015
Active participants21
Employer contributions$2,540,358
Employee contributions$6,027,092
Employer contribution per active participant$120,969
Average account balance$56,779
Benefits paid to participants$16,168,988
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$114.4M · 2,015 accts · $2.5M emplr
2022$106.8M · 2,043 accts · $2.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$158,135
Investment management$82,500
Audit (IQPA)$28,600
Total administrative$277,385
The Capital Region Medical Center 401(k) match · 2023
Employer contribution per active participant$120,969
Median for plans this size$3,659
2023$120,969 per active participant
2022$1,949 per active participant

Capital Region Medical Center's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
ADP, INC. · Recordkeeping · Trustee$158,136
PENSION CONSULTANTS, INC. · Recordkeeping · Pension consulting$82,500
WILLIAMS KEEPERS LLC · Recordkeeping · Pension consulting$28,600
CAPITAL REGION MEDICAL CENTER · Recordkeeping · Pension consulting$8,150
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP, CAPITAL REGION MEDICAL CENTER, PENSION CONSULTANTS, INC., WILLIAMS KEEPERS LLC

This plan has changed recordkeepers within these filings. If you left Capital Region Medical Center before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$277,385 · 0.25%
2022$247,671 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Lake Regional Health System MO$116.8M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 440546366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.