Plan Ledger DOL Form 5500 · updated monthly

Unity HealthMoney purchase plan

UNITY HEALTH RETIREMENT PLAN · SEARCY, AR · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Unity Health reported $149,788 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,651 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 0.36% to 0.21%. 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 53rd-largest of 456 plans among Arkansas employers on file, and the 1,356th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$75,275,780
Participants with balances2,880
Active participants1,626
Employer contributions$4,310,114
Employee contributions—
Employer contribution per active participant$2,651
Average account balance$26,137
Benefits paid to participants$4,964,813
Plan auditUnmodified (clean) audit opinion
AuditorHORNE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$75.3M · 2,880 accts · $4.3M emplr
2023$66.3M · 2,716 accts · $3.8M emplr
2022$57.2M · 3,183 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,860
Investment management$40,928
Total administrative$149,788
Employer contributions to the Unity Health plan · 2024
Employer contribution per active participant$2,651
Median for plans this size$3,635
2024$2,651 per active participant
2023$2,400 per active participant
2022$2,568 per active participant

Unity Health'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$108,860
FIRST SECURITY BANK · Consulting · Insurance services$40,040
CHARLES SCHWAB & CO., INC · Securities brokerage$143
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

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

Administrative cost history3
2024$149,788 · 0.21%
2023$119,807 · 0.19%
2022$232,211 · 0.36%
All plans at this employer2
UNITY HEALTH RETIREMENT PLANMoney purchase plan
UNITY HEALTH 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Arkansas
Radiology Associates, P.A. AR$101.2M · 0.32%
Arkansas Children's AR$99.3M · 0.15%
Orthoarkansas, P.A. AR$61.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710772737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.