Plan Ledger DOL Form 5500 · updated monthly

Winslow Memorial Hospital403(b)

LITTLE COLORADO MEDICAL CENTER PENSION PLAN · WINSLOW, AZ · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Winslow Memorial Hospital reported $44,481 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,193 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 0.37% to 0.26%. 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 389th-largest of 1,285 plans among Arizona employers on file, and the 3,927th of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,274,972
Participants with balances524
Active participants275
Employer contributions$603,154
Employee contributions$1,109,076
Employer contribution per active participant$2,193
Average account balance$34,876
Benefits paid to participants$1,357,919
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 524 accts · $603K emplr
2023$16.0M · 515 accts · $598K emplr
2022$13.5M · 474 accts · $542K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,417
Investment management$64
Total administrative$44,481
Employer contributions to the Winslow Memorial Hospital plan · 2024
Employer contribution per active participant$2,193
Median for plans this size$2,416
2024$2,193 per active participant
2023$2,255 per active participant
2022$1,962 per active participant

Winslow Memorial Hospital's 2024 employer contribution ran below 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$44,417

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$44,481 · 0.26%
2023$35,635 · 0.24%
2022$54,513 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Team Select Holding, LLC AZ$18.9M · 0.56%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%
Spooner, Inc. AZ$17.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860107344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.