Plan Ledger DOL Form 5500 · updated monthly

Advocate Rcm, LLC401(k)

ADVOCATE RCM HOLDING COMPANY, LLC 401(K) SAVINGS PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Advocate Rcm, LLC reported $95,114 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,524 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 rose from 0.45% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,394th-largest of 3,295 plans among Ohio employers on file, and the 5,783rd of 11,654 in professional & technical services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 302 to 195 since 2022.

Plan summary
Net assets, end of year$18,719,139
Participants with balances283
Active participants195
Employer contributions$687,250
Employee contributions$1,163,210
Employer contribution per active participant$3,524
Average account balance$66,145
Benefits paid to participants$3,260,377
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 283 accts · $687K emplr
2023$17.7M · 417 accts · $687K emplr
2022$14.1M · 321 accts · $559K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,652
Investment management$36,462
Total administrative$95,114
The Advocate Rcm, LLC 401(k) match · 2024
Employer contribution per active participant$3,524
Median for plans this size$2,416
2024$3,524 per active participant
2023$1,958 per active participant
2022$1,851 per active participant

Advocate Rcm, LLC'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 · 20242
EVERHART FINANCIAL GROUP INC · Investment advisory (plan)$36,462

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$95,114 · 0.52%
2023$75,196 · 0.47%
2022$68,106 · 0.45%
Similar plansProfessional & Technical Services · Ohio
Kdm Signs, Inc. OH$19.0M · 0.10%
Echo Health, Inc. OH$18.9M · 0.04%
Winxnet, LLC OH$18.5M · 0.52%
Rushlight Assets, Inc. OH$18.2M · 0.05%
Slatts Group, LLC OH$18.2M · 0.04%
Resonant Sciences, LLC OH$17.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311569197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.