Plan Ledger DOL Form 5500 · updated monthly

Four County Comprehensive Mental Health Center, Inc.403(b)

4C HEALTH RETIREMENT PLAN · PERU, IN · plan year 2024

Reported admin expense ratio · 2024
1.05%

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

Four County Comprehensive Mental Health Center, Inc. reported $110,394 in plan administrative expenses for 2024: 1.05% of average plan assets, higher than ~90% of peers. Employer contributions averaged $793 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 0.82% to 1.05%. 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 among the smaller plans on file in Indiana (835th of 1,562), and the 5,333rd of 11,911 in health care & social assistance. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 416 to 472 since 2022.

Plan summary
Net assets, end of year$11,367,917
Participants with balances556
Active participants472
Employer contributions$374,267
Employee contributions$726,781
Employer contribution per active participant$793
Average account balance$20,446
Benefits paid to participants$768,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 556 accts · $374K emplr
2023$9.7M · 453 accts · $204K emplr
2022$9.1M · 376 accts · $447K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,016
Investment management$41,693
Total administrative$110,394
Employer contributions to the Four County Comprehensive Mental Health Center, Inc. plan · 2024
Employer contribution per active participant$793
Median for plans this size$2,416
2024$793 per active participant
2023$520 per active participant
2022$1,074 per active participant

Four County Comprehensive Mental Health Center, 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 · 20244
SYM FINANCIAL CORP · Investment advisory (participants) · Investment advisory (plan)$41,693
LATITUDE SERVICE COMPANY, INC · Other services$39,685
NORTH AMERICAN KTRADE ALLIANCE, LLC · Custodial (securities) · Investment management$29,016
CHARLES SCHWAB TRUST BANK · Custodialindirect 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$110,394 · 1.05%
2023$90,098 · 0.96%
2022$69,510 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Hopebridge, LLC IN$12.1M · 1.06%
Golden Living Centers IN$12.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351362298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.