Plan Ledger DOL Form 5500 · updated monthly

Coffee Medical Group, LLC401(k)

COFFEE MEDICAL GROUP, LLC DBA UNITY MEDICAL CENTER 401(K) PLAN · MANCHESTER, TN · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Coffee Medical Group, LLC reported $4,588 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,157 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 fell from 1.17% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,229th of 1,496), and 9,282nd of 11,911 in health care & social assistance. In 2023, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,977,323
Participants with balances97
Active participants228
Employer contributions$263,737
Employee contributions$463,854
Employer contribution per active participant$1,157
Average account balance$30,694
Benefits paid to participants$615,532
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 97 accts · $264K emplr
2022$2.3M · 99 accts · $152K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,621
Total administrative$4,588
The Coffee Medical Group, LLC 401(k) match · 2023
Employer contribution per active participant$1,157
Median for plans this size$1,308
2023$1,157 per active participant
2022$706 per active participant

Coffee Medical Group, LLC's 2023 employer contribution ran below the $1,308 median for plans its size. 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 · 20236
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$2,567
TAG RESOURCES, LLC · Recordkeeping · Loan processing$1,054
MILLIMAN, INC. · Recordkeeping · Pension consulting$967
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)indirect comp
BAIRD · Pension consulting · Investment advisory (participants)indirect comp
CHARLES SCHWAB & CO, INC. · Custodial (securities) · Trustee (directed)indirect comp

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

Administrative cost history2
2023$4,588 · 0.17%
2022$26,861 · 1.17%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Comcare, Inc. TN$3.5M · 0.93%
Abco Group, Inc. TN$3.5M · 1.00%
Rhc Group Management, LLC TN$2.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460485169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.