Plan Ledger DOL Form 5500 · updated monthly

Jordan Valley Community Health Center403(b)

JORDAN VALLEY COMMUNITY HEALTH CENTER RETIREMENT PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Jordan Valley Community Health Center reported $116,701 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,262 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 fell from 0.65% to 0.52%. 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 the 521st-largest of 1,393 plans among Missouri employers on file, and the 3,196th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 597 to 724 since 2022.

Plan summary
Net assets, end of year$24,603,974
Participants with balances821
Active participants724
Employer contributions$1,637,811
Employee contributions$2,141,672
Employer contribution per active participant$2,262
Average account balance$29,968
Benefits paid to participants$2,295,036
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 821 accts · $1.6M emplr
2023$20.1M · 482 accts · $1.2M emplr
2022$15.1M · 483 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,701
Total administrative$116,701
Employer contributions to the Jordan Valley Community Health Center plan · 2024
Employer contribution per active participant$2,262
Median for plans this size$2,416
2024$2,262 per active participant
2023$1,912 per active participant
2022$1,890 per active participant

Jordan Valley Community Health Center's 2024 employer contribution ran below the $2,416 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$116,701

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$116,701 · 0.52%
2023$109,878 · 0.63%
2022$101,901 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Peak Sport & Spine MO$27.1M · 0.40%
Sound Health Mso LLC MO$27.0M · 0.07%
Bethesda Health Group, Inc. MO$25.8M · 0.25%
Fv Services, Inc MO$22.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431602701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.