Plan Ledger DOL Form 5500 · updated monthly

St. Marys Hospital and ClinicsProfit-sharing plan

ST. MARY'S & CLEARWATER VALLEY HOSPITALS AND CLINICS 403(B) PLAN · COTTONWOOD, ID · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

St. Marys Hospital and Clinics reported $113,318 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,247 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 3 years on file its reported administrative ratio has held roughly steady near 0.533%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 95th-largest of 349 plans among Idaho employers on file, and the 3,264th of 11,911 in health care & social assistance. In 2024, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,879,240
Participants with balances580
Active participants440
Employer contributions$988,818
Employee contributions$2,303,043
Employer contribution per active participant$2,247
Average account balance$41,171
Benefits paid to participants$758,863
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 580 accts · $989K emplr
2023$18.6M · 511 accts · $885K emplr
2022$16.1M · 519 accts · $848K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,004
Investment management$47,738
Trustee / custodial$9,576
Total administrative$113,318
Employer contributions to the St. Marys Hospital and Clinics plan · 2024
Employer contribution per active participant$2,247
Median for plans this size$2,416
2024$2,247 per active participant
2023$2,106 per active participant
2022$2,028 per active participant

St. Marys Hospital and Clinics's 2024 employer contribution ran below the $2,416 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 · 20243
RANDALL & HURLEY · Recordkeeping · Loan processing$58,829
RBC WEALTH MANAGEMENT · Investment advisory (plan)$47,738
CHARLES SCHWAB TRUST BANK · Custodial (securities)$9,576

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

Recordkeeper by year2
2024RANDALL & HURLEY
2023RANDALL & HURLEY

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

Administrative cost history3
2024$113,318 · 0.53%
2023$89,409 · 0.51%
2022$89,007 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Cascadia Healthcare ID$26.9M · 1.62%
Caribou Medical Center Plan ID$14.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820226453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.