Plan Ledger DOL Form 5500 · updated monthly

Rocky Mountain Therapy Services, Inc.401(k)

ROCKY MOUNTAIN THERAPY SERVICES, INC. 401(K) PLAN · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Rocky Mountain Therapy Services, Inc. reported $56,019 in plan administrative expenses for 2022: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,599 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (479th of 848), and the 5,889th of 11,911 in health care & social assistance. In 2022, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,434,381
Participants with balances93
Active participants75
Employer contributions$119,947
Employee contributions$296,565
Employer contribution per active participant$1,599
Average account balance$101,445
Benefits paid to participants$1,585,214
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,295
Investment management$52,984
Professional / advisory$740
Total administrative$56,019
The Rocky Mountain Therapy Services, Inc. 401(k) match · 2022
Employer contribution per active participant$1,599
Median for plans this size$2,266

Rocky Mountain Therapy Services, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$56,019 · 0.49%
Similar plansHealth Care & Social Assistance · Utah
Mt. Ogden Eye Center, LLC UT$11.5M · 0.35%
Chrysalis Utah, Inc. UT$10.7M · 0.56%
Novarad Corporation UT$10.4M · 0.47%
The Road Home UT$10.3M · 0.63%
Heritage Schools, Inc. UT$7.7M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870470821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.