Plan Ledger DOL Form 5500 · updated monthly

Marshall Medical Center403(b)

MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN · PLACERVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Marshall Medical Center reported $246,299 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $5,339 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 0.23% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 663rd-largest of 9,483 plans among California employers on file, and the 753rd of 11,911 in health care & social assistance. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,658,414
Participants with balances1,779
Active participants1,486
Employer contributions$7,934,030
Employee contributions$10,654,868
Employer contribution per active participant$5,339
Average account balance$90,308
Benefits paid to participants$12,334,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$160.7M · 1,779 accts · $7.9M emplr
2023$138.8M · 1,706 accts · $7.7M emplr
2022$116.2M · 1,653 accts · $7.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,105
Investment management$93,194
Total administrative$246,299
The Marshall Medical Center 401(k) match · 2024
Employer contribution per active participant$5,339
Median for plans this size$3,635
2024$5,339 per active participant
2023$5,476 per active participant
2022$5,243 per active participant

Marshall Medical Center'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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$169,280
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$93,194

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$246,299 · 0.16%
2023$201,547 · 0.16%
2022$273,994 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · California
North East Medical Services CA$175.0M · 0.13%
Redlands Community Hospital CA$173.8M · 0.04%
Memorialcare Medical Group CA$163.5M · 0.14%
Bass Medical Group, Inc. CA$160.0M · 0.17%
Aids Healthcare Foundation CA$158.6M · 0.13%
Humangood Norcal CA$157.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941450151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.