Plan Ledger DOL Form 5500 · updated monthly

Carroll County Memorial Hospital401(k)

CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST · CARROLTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Carroll County Memorial Hospital reported $89,747 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,214 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 fell from 0.54% to 0.52%. 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 the 617th-largest of 1,393 plans among Missouri employers on file, and the 3,819th of 11,911 in health care & social assistance. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,066,435
Participants with balances252
Active participants238
Employer contributions$1,002,827
Employee contributions$1,023,523
Employer contribution per active participant$4,214
Average account balance$75,660
Benefits paid to participants$845,848
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT CHANEY AND MCMULLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 252 accts · $1.0M emplr
2023$15.8M · 226 accts · $872K emplr
2022$12.5M · 209 accts · $810K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,195
Investment management$65,552
Total administrative$89,747
The Carroll County Memorial Hospital 401(k) match · 2024
Employer contribution per active participant$4,214
Median for plans this size$2,416
2024$4,214 per active participant
2023$3,742 per active participant
2022$3,446 per active participant

Carroll County Memorial Hospital's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$24,195
TFB ADVISORS · Consulting$65,552
AMERITAS INVESTMENT CORP · Consultingindirect comp
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect 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
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$89,747 · 0.52%
2023$74,568 · 0.53%
2022$72,298 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Great Circle MO$19.4M · 0.61%
Cornerstones of Care MO$18.5M · 0.39%
St. Louis Arc, Inc. MO$18.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440629397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.