Plan Ledger DOL Form 5500 · updated monthly

Utah Navajo Health System, Inc.403(b)

UTAH NAVAJO HEALTH SYSTEM, INC. 403(B) PLAN · MONTEZUMA CREEK, UT · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Utah Navajo Health System, Inc. reported $55,280 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,221 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 0.206%. 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 224th-largest of 848 plans among Utah employers on file, and the 2,831st of 11,911 in health care & social assistance. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 453 to 515 since 2022.

Plan summary
Net assets, end of year$29,309,395
Participants with balances713
Active participants515
Employer contributions$1,658,562
Employee contributions$1,647,305
Employer contribution per active participant$3,221
Average account balance$41,107
Benefits paid to participants$1,812,990
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 713 accts · $1.7M emplr
2023$24.4M · 647 accts · $1.5M emplr
2022$19.2M · 628 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,887
Total administrative$55,280
Employer contributions to the Utah Navajo Health System, Inc. plan · 2024
Employer contribution per active participant$3,221
Median for plans this size$2,416
2024$3,221 per active participant
2023$3,003 per active participant
2022$2,714 per active participant

Utah Navajo Health System, Inc.'s 2024 employer contribution ran above 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 · 20244
NATIONWIDE · Recordkeeping$84,808
WC ADMINISTRATORS, LLC · Plan administrator$52,060
LPL FINANCIAL LLC · Investment advisory (participants)$35,104
LEAFHOUSE FINANCIAL · Investment advisory (plan)$15,522

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$55,280 · 0.21%
2023$47,335 · 0.22%
2022$41,446 · 0.21%
Similar plansHealth Care & Social Assistance · Utah
Foothill Clinic, LLC UT$34.7M · 0.01%
Avalon Health Care, Inc. UT$34.4M · 1.62%
Eduro Healthcare, LLC UT$27.9M · 1.39%
Alpine Pediatrics, P.C. UT$26.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870560763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.