Plan Snapshot
- Plan Sponsor: Duncan Regional Hospital, INC.
- Sponsor EIN: 731008550
- Sponsor Address: P.O. BOX 2000, DUNCAN, OK, 73534
- Plan Type: 403(b)
- Total Participants: 611
- Total Assets: $60.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 611 | $60.6M | $2.1M | $3.3M |
| 2023 | 558 | $53.4M | $1.9M | $3.0M |
| 2022 | 539 | $46.3M | $1.8M | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ADVISORY INS CO OF AMERICA | Recordkeeper | $211,013 | — | $211,013 |
| BANCFIRST TRUST | Investment Advisor | $84,194 | — | $84,194 |
| EMPLOYEE BENEFITS GROUP, LLC | Recordkeeper | $16,837 | $45,623 | $62,460 |
| FORVIS MAZARS, LLP | Auditor | $8,423 | — | $8,423 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,286 | — | $5,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFITS GROUP, LLC — Recordkeeper
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $371,376
- Estimated Expense Ratio: 0.613% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $221,768 | — | — | $8,463 | — |
| 2023 | $189,528 | — | $189,528 | — | — |
| 2022 | $248,552 | — | — | — | $248,552 |