Plan Ledger DOL Form 5500 · updated monthly

Columbus Regional Healthcare System403(b)

COLUMBUS REGIONAL HEALTHCARE SYSTEM 403(B) RETIREMENT PLAN · WHITEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Columbus Regional Healthcare System reported $145,606 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,099 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 0.35% to 0.40%. 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 479th-largest of 2,005 plans among North Carolina employers on file, and the 2,322nd of 11,911 in health care & social assistance. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,001,555
Participants with balances957
Active participants706
Employer contributions$775,752
Employee contributions$2,382,940
Employer contribution per active participant$1,099
Average account balance$39,709
Benefits paid to participants$4,198,997
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.0M · 957 accts · $776K emplr
2023$34.9M · 918 accts · $649K emplr
2022$29.7M · 877 accts · $701K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,606
Total administrative$145,606
Employer contributions to the Columbus Regional Healthcare System plan · 2024
Employer contribution per active participant$1,099
Median for plans this size$2,416
2024$1,099 per active participant
2023$1,036 per active participant
2022$1,084 per active participant

Columbus Regional Healthcare System'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$145,606
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$145,606 · 0.40%
2023$129,059 · 0.40%
2022$121,767 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Raleigh Medical Group, P.A. NC$35.0M · 0.26%
Harnett Health System, Inc. NC$33.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560538020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.