Plan Ledger DOL Form 5500 · updated monthly

Dfd Russell Medical Center401(k)

DFD RUSSELL RETIREMENT SAVINGS PLAN · LEEDS, ME · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Dfd Russell Medical Center reported $31,684 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $2,292 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.

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 Maine (264th of 354), and 7,321st of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,040,256
Participants with balances122
Active participants84
Employer contributions$192,488
Employee contributions$419,902
Employer contribution per active participant$2,292
Average account balance$49,510
Benefits paid to participants$288,101
Plan auditUnmodified (clean) audit opinion
AuditorRUNYON KERSTEEN OUELLETTE, PA
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,419
Investment management$15,265
Total administrative$31,684
The Dfd Russell Medical Center 401(k) match · 2024
Employer contribution per active participant$2,292
Median for plans this size$1,313

Dfd Russell Medical Center's 2024 employer contribution ran above 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
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$15,265

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

Administrative cost history1
2024$31,684 · 0.56%
Similar plansHealth Care & Social Assistance · Maine
Creative Works ME$7.2M · 0.38%
New Communities, Inc. ME$6.8M · 0.36%
Waypoint Maine, Inc. ME$5.8M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237423047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.