Plan Ledger DOL Form 5500 · updated monthly

Edgerton Hospital and Health Services401(k)

EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST · EDGERTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Edgerton Hospital and Health Services reported $80,483 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $1,883 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 0.52% to 0.83%. 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 Wisconsin (1,244th of 1,936), and the 5,494th of 11,911 in health care & social assistance. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,746,500
Participants with balances245
Active participants198
Employer contributions$372,849
Employee contributions$921,774
Employer contribution per active participant$1,883
Average account balance$43,863
Benefits paid to participants$1,160,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 245 accts · $373K emplr
2023$8.7M · 246 accts · $268K emplr
2022$7.0M · 221 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,483
Total administrative$80,483
The Edgerton Hospital and Health Services 401(k) match · 2024
Employer contribution per active participant$1,883
Median for plans this size$1,313
2024$1,883 per active participant
2023$1,253 per active participant
2022$1,272 per active participant

Edgerton Hospital and Health Services'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 · 20245
IFP ADVISORS INC DBA INDEPENDENT FI · Investment advisory (plan)$33,715
MAP RETIREMENT USA LLC · Contract administrator$27,700
MAP RETIREMENT INC$4,407
EMPOWER ADVISORY GROUP, LLC · Investment management$2,867

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$80,483 · 0.83%
2023$47,574 · 0.61%
2022$40,228 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Cherry Tree Dental LLC WI$10.4M · 0.49%
Hegg Memorial Health Center WI$10.0M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390819992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.