Plan Ledger DOL Form 5500 · updated monthly

Valley View Hospital403(b)

VALLEY VIEW HOSPITAL 403(B) PLAN · GLENWOOD SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Valley View Hospital reported $60,714 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,062 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 0.10% 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 171st-largest of 1,461 plans among Colorado employers on file, and the 1,370th of 11,911 in health care & social assistance. In 2024, employees put in $4.57 for every $1.00 the employer contributed; active participation has grown from 1,274 to 1,529 since 2022.

Plan summary
Net assets, end of year$74,656,722
Participants with balances980
Active participants1,529
Employer contributions$1,623,502
Employee contributions$7,415,033
Employer contribution per active participant$1,062
Average account balance$76,180
Benefits paid to participants$5,362,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.7M · 980 accts · $1.6M emplr
2023$59.0M · 920 accts · $1.5M emplr
2022$45.8M · 850 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,728
Investment management$51,986
Total administrative$60,714
Employer contributions to the Valley View Hospital plan · 2024
Employer contribution per active participant$1,062
Median for plans this size$3,635
2024$1,062 per active participant
2023$1,042 per active participant
2022$1,076 per active participant

Valley View Hospital's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,718
STRATEGIC ADVISORS, INC · Investment advisory (plan)$19,268
FID INV INST OPS · Loan processing$8,728

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$60,714 · 0.09%
2023$59,456 · 0.11%
2022$47,297 · 0.10%
All plans at this employer2
VALLEY VIEW HOSPITAL MONEY PURCHASE PLANMoney purchase plan
VALLEY VIEW HOSPITAL 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Healthpeak Properties, Inc. CO$81.5M · 0.12%
Paladina Health LLC CO$68.0M · 0.47%
U.S. Nursing Corporation CO$61.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840446259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.