Plan Ledger DOL Form 5500 · updated monthly

Community Hospital of Anaconda401(k)

COMMUNITY HOSPITAL OF ANACONDA 401(K) PROFIT SHARING PLAN · ANACONDA, MT · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Community Hospital of Anaconda reported $156,995 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,705 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 0.65% to 0.69%. 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 61st-largest of 229 plans among Montana employers on file, and the 3,210th of 11,911 in health care & social assistance. In 2024, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,394,476
Participants with balances400
Active participants352
Employer contributions$599,989
Employee contributions$2,081,145
Employer contribution per active participant$1,705
Average account balance$60,986
Benefits paid to participants$2,264,913
Plan auditUnmodified (clean) audit opinion
AuditorDZA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 400 accts · $600K emplr
2023$21.1M · 400 accts · $555K emplr
2022$17.2M · 476 accts · $501K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,397
Investment management$89,627
Total administrative$156,995
The Community Hospital of Anaconda 401(k) match · 2024
Employer contribution per active participant$1,705
Median for plans this size$2,416
2024$1,705 per active participant
2023$1,380 per active participant
2022$1,452 per active participant

Community Hospital of Anaconda's 2024 employer contribution ran below the $2,416 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 · 20244
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$75,392
EMPOWER ADVISORY GROUP, LLC · Investment management$14,235
RANDALL & HURLEY, INC. · Contract administrator$3,853

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

Administrative cost history3
2024$156,995 · 0.69%
2023$140,825 · 0.74%
2022$125,966 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Glendive Medical Center MT$30.4M · 0.50%
Ortho Montana, PSC MT$30.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810303913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.