Plan Ledger DOL Form 5500 · updated monthly

Lumeris Healthcare Outcomes401(k)

LUMERIS 401K PLAN · MARYLAND HEIGHTS, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Lumeris Healthcare Outcomes reported $191,107 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,499 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 0.21% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 128th-largest of 1,393 plans among Missouri employers on file, and the 683rd of 4,798 in finance & insurance. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has shrunk from 1,399 to 909 since 2022.

Plan summary
Net assets, end of year$165,585,359
Participants with balances1,619
Active participants909
Employer contributions$4,089,248
Employee contributions$11,557,970
Employer contribution per active participant$4,499
Average account balance$102,276
Benefits paid to participants$17,645,174
Plan auditUnmodified (clean) audit opinion
AuditorTOPEL FORMAN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$165.6M · 1,619 accts · $4.1M emplr
2023$142.3M · 1,643 accts · $4.1M emplr
2022$119.0M · 1,844 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,419
Investment management$52,788
Audit (IQPA)$14,900
Total administrative$191,107
The Lumeris Healthcare Outcomes 401(k) match · 2024
Employer contribution per active participant$4,499
Median for plans this size$3,635
2024$4,499 per active participant
2023$3,532 per active participant
2022$3,305 per active participant

Lumeris Healthcare Outcomes's 2024 employer contribution ran above the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$123,419
RESOURCES INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,126
TOPEL FORMAN · Accounting / audit$14,900
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,662

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$191,107 · 0.12%
2023$201,877 · 0.15%
2022$263,641 · 0.21%
Similar plansFinance & Insurance · Missouri
Americo Services, Inc. MO$262.4M · 0.09%
First Bank MO$191.9M · 0.01%
Moneta Group LLC MO$144.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263628710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.