Plan Ledger DOL Form 5500 · updated monthly

Eastern Montana Community Mental Health Center403(b)

EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER 403(B) RETIREMENT PLAN · MILES CITY, MT · plan year 2022

Reported admin expense ratio · 2022
1.36%

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

Eastern Montana Community Mental Health Center reported $12,048 in plan administrative expenses for 2022: 1.36% of average plan assets, above the peer median. Employer contributions averaged $564 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (218th of 229), and 10,829th of 11,911 in health care & social assistance. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,080,844
Participants with balances66
Active participants121
Employer contributions$68,297
Employee contributions$138,362
Employer contribution per active participant$564
Average account balance$16,376
Benefits paid to participants$179,629
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$8,342
Total administrative$12,048
Employer contributions to the Eastern Montana Community Mental Health Center plan · 2022
Employer contribution per active participant$564
Median for plans this size$331

Eastern Montana Community Mental Health Center's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,048 · 1.36%
Similar plansHealth Care & Social Assistance · Montana
Youth Dynamics, Inc. MT$2.8M · 0.77%
West Mont MT$1.8M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810300902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.