Plan Ledger DOL Form 5500 · updated monthly

Georgia Mountain Health Services, Inc.403(b)

GEORGIA MOUNTAIN HEALTH SERVICES, INC. 403(B) PLAN · BLUE RIDGE, GA · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Georgia Mountain Health Services, Inc. reported $18,627 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $1,322 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,811th of 2,160), and 9,146th of 11,911 in health care & social assistance. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,152,253
Participants with balances72
Active participants83
Employer contributions$109,695
Employee contributions$304,757
Employer contribution per active participant$1,322
Average account balance$43,781
Benefits paid to participants$330,673
Plan auditUnmodified (clean) audit opinion
AuditorROBERT BAKER & ASSOCIATES CPAS
Administrative expenses, itemized · 2022
Investment management$18,627
Total administrative$18,627
Employer contributions to the Georgia Mountain Health Services, Inc. plan · 2022
Employer contribution per active participant$1,322
Median for plans this size$1,114

Georgia Mountain Health Services, Inc.'s 2022 employer contribution ran above the $1,114 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$18,627 · 0.55%
Similar plansHealth Care & Social Assistance · Georgia
Island Health Care, Inc. GA$3.3M · 0.73%
Georgia Bone & Joint, LLC GA$3.2M · 0.97%
Medzed, LLC GA$3.1M · 0.74%
Hallmark Systems, Inc. GA$2.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581649042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.