Plan Ledger DOL Form 5500 · updated monthly

Mark Twain Association for Mental Health, Inc.403(b)

MARK TWAIN BEHAVIORAL HEALTH EMPLOYEES TAX DEFERRED · HANNIBAL, MO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Mark Twain Association for Mental Health, Inc. reported $7,178 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,918 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 1.53% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (847th of 1,393), and the 5,740th of 11,911 in health care & social assistance. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,880,708
Participants with balances303
Active participants221
Employer contributions$644,813
Employee contributions$581,490
Employer contribution per active participant$2,918
Average account balance$32,610
Benefits paid to participants$818,381
Plan auditUnmodified (clean) audit opinion
AuditorWADE STABLES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 303 accts · $645K emplr
2023$8.5M · 274 accts · $600K emplr
2022$6.9M · 238 accts · $480K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,167
Total administrative$7,178
Employer contributions to the Mark Twain Association for Mental Health, Inc. plan · 2024
Employer contribution per active participant$2,918
Median for plans this size$1,313
2024$2,918 per active participant
2023$2,577 per active participant
2022$2,254 per active participant

Mark Twain Association for Mental Health, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
R. PARKER$32,220
R. BEATY$8,961
AXA EQUITABLE LIFE INSURANCE CO · Investment management · Trustee (directed)indirect 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$7,178 · 0.08%
2023$137,436 · 1.79%
2022$107,755 · 1.53%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Community Counseling Center MO$11.1M · 1.30%
Carestl Health MO$11.0M · 0.03%
Soh Dental LLC MO$10.3M · 0.63%
Community Living, Inc. MO$9.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431020989 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.