Plan Ledger DOL Form 5500 · updated monthly

Evans Memorial Hospital401(k)

EVANS MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN · CLAXTON, GA · plan year 2023

Reported admin expense ratio · 2023
0.06%

Evans Memorial Hospital reported $2,054 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.064% to 0.057%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,754th of 2,160), and 8,757th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,707,258
Participants with balances98
Active participants101
Employer contributions—
Employee contributions$219,159
Employer contribution per active participant—
Average account balance$37,829
Benefits paid to participants$426,692
Plan auditUnmodified (clean) audit opinion
AuditorDRAFFIN & TUCKER
Plan history2
Yearassets · accounts · employer contribution
2023$3.7M · 98 accts
2022$3.4M · 103 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,054
Total administrative$2,054
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$2,053
ODELL, KEVIN S. · Other servicesindirect comp

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

Administrative cost history2
2023$2,054 · 0.06%
2022$2,454 · 0.06%
Similar plansHealth Care & Social Assistance · Georgia
Thrive Senior Living, LLC GA$4.0M · 0.89%
Medside Corporation GA$3.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580979172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.