Plan Ledger DOL Form 5500 · updated monthly

Cora Health Services, Inc.401(k)

CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN · LIMA, OH · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Cora Health Services, Inc. reported $315,914 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1 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 0.74% to 0.92%. 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 845th-largest of 3,295 plans among Ohio employers on file, and the 2,399th of 11,911 in health care & social assistance. In 2024, employees put in $2382.83 for every $1.00 the employer contributed; active participation has grown from 1,282 to 1,714 since 2022.

Plan summary
Net assets, end of year$36,433,725
Participants with balances2,027
Active participants1,714
Employer contributions$1,756
Employee contributions$4,184,249
Employer contribution per active participant$1
Average account balance$17,974
Benefits paid to participants$3,383,791
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 2,027 accts · $2K emplr
2023$32.4M · 1,866 accts
2022$29.3M · 1,442 accts · $740K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$315,914
Total administrative$315,914
The Cora Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$2,416
2024$1 per active participant
2022$577 per active participant

Cora Health Services, Inc.'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 · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$194,926
ASCENSUS · Contract administrator · Other services$102,504
WILLIAM VAUGHAN COMPANY · Accounting / audit$18,484
FORTUNE FINANCIAL SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MGMT LLC · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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 history3
2024$315,914 · 0.92%
2023$327,256 · 1.06%
2022$226,379 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Orthounited, Inc. OH$34.7M · 0.18%
Salem Community Hospital OH$34.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341853567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.