Plan Ledger DOL Form 5500 · updated monthly

Citizens Memorial Hospital District403(b)

CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN · BOLIVAR, MO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Citizens Memorial Hospital District reported $164,065 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $1,489 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 0.14% to 0.20%. 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 202nd-largest of 1,393 plans among Missouri employers on file, and the 1,176th of 11,911 in health care & social assistance. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 2,136 to 2,410 since 2022.

Plan summary
Net assets, end of year$90,815,905
Participants with balances2,773
Active participants2,410
Employer contributions$3,588,966
Employee contributions$9,352,983
Employer contribution per active participant$1,489
Average account balance$32,750
Benefits paid to participants$7,196,426
Plan auditUnmodified (clean) audit opinion
AuditorELLIOTT, ROBINSON & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$90.8M · 2,773 accts · $3.6M emplr
2023$76.0M · 2,640 accts · $1.0M emplr
2022$62.0M · 2,548 accts · $938K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,100
Investment management$61,965
Total administrative$164,065
Employer contributions to the Citizens Memorial Hospital District plan · 2024
Employer contribution per active participant$1,489
Median for plans this size$3,635
2024$1,489 per active participant
2023$449 per active participant
2022$439 per active participant

Citizens Memorial Hospital District'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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$157,886
CBIZ FINANCIAL SOLUTIONS INC. · Consulting · Insurance services$45,660
FORVIS WEALTH ADVISORS LLC · Securities brokerage$7,942
CHARLES SCHWAB & CO., INC. · Securities brokerage$616
NATIONAL FINANCIAL SERVICES · 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$164,065 · 0.20%
2023$88,396 · 0.13%
2022$92,314 · 0.14%
All plans at this employer2
CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN401(k)
CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN403(b)
Similar plansHealth Care & Social Assistance · Missouri
Ozarks Healthcare MO$52.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431142176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.