Plan Ledger DOL Form 5500 · updated monthly

Vail Health Hospital403(b)

VAIL HEALTH HOSPITAL RETIREMENT PLAN · VAIL, CO · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Vail Health Hospital reported $161,083 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,307 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 0.14% to 0.09%. 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 89th-largest of 1,461 plans among Colorado employers on file, and the 666th of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$189,756,596
Participants with balances1,631
Active participants1,788
Employer contributions$5,912,965
Employee contributions$12,319,745
Employer contribution per active participant$3,307
Average account balance$116,344
Benefits paid to participants$11,453,292
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$189.8M · 1,631 accts · $5.9M emplr
2023$157.2M · 1,533 accts · $5.5M emplr
2022$131.2M · 1,431 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,083
Total administrative$161,083
Employer contributions to the Vail Health Hospital plan · 2024
Employer contribution per active participant$3,307
Median for plans this size$3,635
2024$3,307 per active participant
2023$3,182 per active participant
2022$2,672 per active participant

Vail Health Hospital'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$171,232
FIDUCIENT ADVISORS LLC · Investment advisory (plan)indirect comp

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$161,083 · 0.09%
2023$210,842 · 0.15%
2022$187,313 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
National Jewish Health CO$355.9M · 0.04%
Boulder Community Health CO$244.1M · 0.18%
Craig Hospital CO$161.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840563230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.