Plan Ledger DOL Form 5500 · updated monthly

Morton Comprehensive Health Services, Inc.403(b)

MORTON COMPREHENSIVE HEALTH SERVICES 403(B) RETIREMENT PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Morton Comprehensive Health Services, Inc. reported $62,797 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,843 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 rose from 0.84% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (495th of 724), and 2,063rd of 3,341 in other services. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 94 to 147 since 2022.

Plan summary
Net assets, end of year$6,633,112
Participants with balances119
Active participants147
Employer contributions$270,972
Employee contributions$446,116
Employer contribution per active participant$1,843
Average account balance$55,740
Benefits paid to participants$842,021
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN-GILPIN-WERTZ PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 119 accts · $271K emplr
2023$5.9M · 136 accts · $263K emplr
2022$5.1M · 134 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,368
Investment management$12,500
Trustee / custodial$2,802
Total administrative$62,797
Employer contributions to the Morton Comprehensive Health Services, Inc. plan · 2024
Employer contribution per active participant$1,843
Median for plans this size$1,313
2024$1,843 per active participant
2023$1,920 per active participant
2022$2,667 per active participant

Morton Comprehensive Health Services, Inc.'s 2024 employer contribution ran above the $1,313 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
BOKF, NA · Investment management · Trustee$37,895

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$62,797 · 1.00%
2023$44,258 · 0.80%
2022$46,433 · 0.84%
Same employer
Similar plansOther Services · Oklahoma
Eastern Shawnee Tribe OK$8.5M · 0.93%
Advantage Controls LLC OK$7.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731177858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.