Plan Ledger DOL Form 5500 · updated monthly

Carroll Hospital Center403(b)

CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Carroll Hospital Center reported $169,861 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $734 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 0.14% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 114th-largest of 1,671 plans among Maryland employers on file, and the 776th of 11,911 in health care & social assistance. In 2024, employees put in $4.55 for every $1.00 the employer contributed; active participation has grown from 1,719 to 2,254 since 2022.

Plan summary
Net assets, end of year$155,054,200
Participants with balances2,426
Active participants2,254
Employer contributions$1,653,498
Employee contributions$7,517,077
Employer contribution per active participant$734
Average account balance$63,914
Benefits paid to participants$19,701,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$155.1M · 2,426 accts · $1.7M emplr
2023$147.3M · 2,516 accts · $1.6M emplr
2022$136.1M · 2,411 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$158,311
Audit (IQPA)$11,550
Total administrative$169,861
Employer contributions to the Carroll Hospital Center plan · 2024
Employer contribution per active participant$734
Median for plans this size$3,635
2024$734 per active participant
2023$867 per active participant
2022$951 per active participant

Carroll Hospital Center's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$94,493
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,329
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$26,593
CLIFTON LARSON ALLEN LLP · Accounting / audit$11,550
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$169,861 · 0.11%
2023$272,394 · 0.19%
2022$207,459 · 0.14%
Similar plansHealth Care & Social Assistance · Maryland
US Fertility Holdings, LLC MD$179.7M · 0.27%
Cua Opco, LLC MD$170.8M · 0.21%
Suburban Hospital, Inc. MD$162.0M · 0.11%
Sheppard Pratt Health System MD$156.6M · 0.22%
Capital Womens Care, LLC MD$147.0M · 0.18%
Pe Gastro Management, LLC MD$136.6M · 0.22%
Hunt Valley Holdings LLC MD$122.5M · 0.43%
Shore Health System, Inc. MD$118.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521452024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.