Plan Ledger DOL Form 5500 · updated monthly

Clarion Hospital403(b)

CLARION HOSPITAL 403(B) PLAN · CLARION, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Clarion Hospital reported $25,372 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,273 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 0.20% to 0.24%. 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 among the smaller plans on file in Pennsylvania (2,182nd of 3,651), and the 5,382nd of 11,911 in health care & social assistance. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,182,744
Participants with balances326
Active participants346
Employer contributions$440,518
Employee contributions$1,053,064
Employer contribution per active participant$1,273
Average account balance$34,303
Benefits paid to participants$1,153,130
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 326 accts · $441K emplr
2023$9.9M · 342 accts · $463K emplr
2022$8.2M · 330 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,249
Investment management$6,123
Total administrative$25,372
Employer contributions to the Clarion Hospital plan · 2024
Employer contribution per active participant$1,273
Median for plans this size$2,416
2024$1,273 per active participant
2023$1,267 per active participant
2022$1,225 per active participant

Clarion Hospital's 2024 employer contribution ran below the $2,416 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$21,567
FRAGASSO FINANCIAL ADVISORS · Investment advisory (plan)$6,123
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$25,372 · 0.24%
2023$19,408 · 0.21%
2022$17,132 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Foxdale Village Corporation PA$11.4M · 0.41%
Waverly Heights, LTD PA$11.4M · 0.03%
Redstone Highlands PA$10.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251010039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.