Plan Ledger DOL Form 5500 · updated monthly

Capital Health System, Inc.403(b)

CAPITAL HEALTH SYSTEM RETIREMENT SAVINGS & INVESTMENT PLAN · LAWRENCEVILLE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Capital Health System, Inc. reported $673,901 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $594 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 0.10% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 131st-largest of 2,419 plans among New Jersey employers on file, and the 355th of 11,911 in health care & social assistance. In 2024, employees put in $7.76 for every $1.00 the employer contributed; active participation has grown from 5,316 to 6,888 since 2022.

Plan summary
Net assets, end of year$450,039,551
Participants with balances5,304
Active participants6,888
Employer contributions$4,088,530
Employee contributions$31,707,212
Employer contribution per active participant$594
Average account balance$84,849
Benefits paid to participants$27,741,081
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$450.0M · 5,304 accts · $4.1M emplr
2023$376.5M · 5,606 accts · $3.7M emplr
2022$301.9M · 5,192 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$395,460
Investment management$246,541
Audit (IQPA)$31,900
Total administrative$673,901
Employer contributions to the Capital Health System, Inc. plan · 2024
Employer contribution per active participant$594
Median for plans this size$4,294
2024$594 per active participant
2023$624 per active participant
2022$598 per active participant

Capital Health System, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$360,010
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$208,242
SEI INVESTMENTS COMPANY · Investment advisory (plan)$38,300
BAKER TILLY US LLP · Accounting / audit$31,900

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$673,901 · 0.16%
2023$705,044 · 0.21%
2022$318,224 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Virtua Health NJ$1.2B · 0.06%
The Valley Hospital NJ$1.1B · 0.04%
The Cooper Health System NJ$944.0M · 0.10%
Advocare, LLC NJ$418.8M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223548695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.