Plan Ledger DOL Form 5500 · updated monthly

Touchstone Behavioral Health401(k)

TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.29%

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

Touchstone Behavioral Health reported $50,847 in plan administrative expenses for 2024: 1.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,007 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 0.60% to 1.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (902nd of 1,285), and 8,557th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 251 to 189 since 2022.

Plan summary
Net assets, end of year$4,000,078
Participants with balances141
Active participants189
Employer contributions$190,417
Employee contributions$324,706
Employer contribution per active participant$1,007
Average account balance$28,369
Benefits paid to participants$879,447
Plan auditUnmodified (clean) audit opinion
AuditorKHALSA MCBREARTY ACCOUNTANCY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 141 accts · $190K emplr
2023$3.9M · $223K emplr
2022$3.4M · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,988
Investment management$29,859
Total administrative$50,847
The Touchstone Behavioral Health 401(k) match · 2024
Employer contribution per active participant$1,007
Median for plans this size$1,313
2024$1,007 per active participant
2023$1,051 per active participant
2022$454 per active participant

Touchstone Behavioral Health's 2024 employer contribution ran below 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,535
EMPOWER ADVISORY GROUP, LLC · Investment management$9,867
ALERA GROUP INC DBA ALERA INVSTMNT · Investment advisory (plan)$3,458

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$50,847 · 1.29%
2023$42,485 · 1.17%
2022$19,918 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
ABILITY360 AZ$4.2M · 0.86%
Hospice of Havasu AZ$3.9M · 0.01%
Mind 24-7, LLC AZ$3.9M · 1.82%
Childhelp, Inc. AZ$3.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860223116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.