Plan Ledger DOL Form 5500 · updated monthly

Rogers Memorial Hospital, Inc401(k)

ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN · OCONOMOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Rogers Memorial Hospital, Inc reported $384,609 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,609 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 0.32% to 0.28%. 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 172nd-largest of 1,936 plans among Wisconsin employers on file, and the 807th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 3,361 to 2,738 since 2022.

Plan summary
Net assets, end of year$145,648,389
Participants with balances4,020
Active participants2,738
Employer contributions$7,143,578
Employee contributions$12,500,235
Employer contribution per active participant$2,609
Average account balance$36,231
Benefits paid to participants$22,130,109
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$145.6M · 4,020 accts · $7.1M emplr
2023$128.3M · 4,506 accts · $6.4M emplr
2022$103.0M · 4,103 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$320,764
Investment management$63,845
Total administrative$384,609
The Rogers Memorial Hospital, Inc 401(k) match · 2024
Employer contribution per active participant$2,609
Median for plans this size$3,635
2024$2,609 per active participant
2023$2,268 per active participant
2022$1,890 per active participant

Rogers Memorial Hospital, Inc's 2024 employer contribution ran below 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$320,764
MARQUETTE ASSOCIATES INC. · Consulting$56,250
CHARLES SCHWAB & CO., INC. · Securities brokerage$284
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$384,609 · 0.28%
2023$389,926 · 0.34%
2022$342,555 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Meriter Health Systems, Inc. WI$334.6M · 0.06%
Baycare Clinic, L.L.P. WI$315.7M · 0.12%
Forefront Management, LLC WI$217.2M · 0.43%
Versiti, Inc. WI$166.1M · 0.17%
Regional Enterprises, Inc. WI$137.7M · 0.13%
Forefront Dermatology, S.C. WI$131.2M · 0.29%
Fort Healthcare, Inc. WI$129.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391139101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.