Plan Ledger DOL Form 5500 · updated monthly

Community Hospital Assoc Inc401(k)

WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN · WICKENBURG, AZ · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Community Hospital Assoc Inc reported $37,084 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $744 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 0.50% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (750th of 1,285), and 7,148th of 11,911 in health care & social assistance. In 2024, employees put in $4.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,408,709
Participants with balances231
Active participants269
Employer contributions$200,008
Employee contributions$843,850
Employer contribution per active participant$744
Average account balance$27,743
Benefits paid to participants$824,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 231 accts · $200K emplr
2023$5.5M · 210 accts · $195K emplr
2022$5.2M · 216 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,940
Investment management$20,144
Total administrative$37,084
The Community Hospital Assoc Inc 401(k) match · 2024
Employer contribution per active participant$744
Median for plans this size$1,313
2024$744 per active participant
2023$743 per active participant
2022$539 per active participant

Community Hospital Assoc Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Recordkeeping · Contract administrator$16,940
WEALTH MANAGEMENT PARTNERS · Investment advisory (participants) · Investment advisory (plan)$20,144

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$37,084 · 0.62%
2023$38,683 · 0.72%
2022$28,935 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Casa de Los Ninos AZ$6.7M · 0.21%
Outlier, LLC AZ$6.3M · 0.56%
New Hope of Arizona, Inc AZ$5.9M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860096775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.