Plan Ledger DOL Form 5500 · updated monthly

El Rio Santa Cruz Neighborhood Health Center, Inc.403(b)

EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

El Rio Santa Cruz Neighborhood Health Center, Inc. reported $458,645 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,044 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 0.22% to 0.28%. 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 81st-largest of 1,285 plans among Arizona employers on file, and the 692nd of 11,911 in health care & social assistance. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$179,629,846
Participants with balances2,444
Active participants1,958
Employer contributions$5,960,234
Employee contributions$14,088,540
Employer contribution per active participant$3,044
Average account balance$73,498
Benefits paid to participants$10,711,797
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$179.6M · 2,444 accts · $6.0M emplr
2023$149.9M · 2,463 accts · $6.0M emplr
2022$120.1M · 2,270 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$458,645
Total administrative$458,645
Employer contributions to the El Rio Santa Cruz Neighborhood Health Center, Inc. plan · 2024
Employer contribution per active participant$3,044
Median for plans this size$3,635
2024$3,044 per active participant
2023$3,040 per active participant
2022$2,425 per active participant

El Rio Santa Cruz Neighborhood Health Center, Inc.'s 2024 employer contribution ran below the $3,635 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$458,622
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$458,645 · 0.28%
2023$298,062 · 0.22%
2022$277,837 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Tmc Healthcare AZ$379.4M · 0.15%
District Medical Group, Inc. AZ$300.3M · 0.08%
Usn Opco, LLC AZ$260.9M · 0.03%
Yuma Regional Medical Center AZ$180.5M · 0.12%
Hospice of the Valley AZ$130.0M · 0.17%
Kingman Healthcare, Inc. AZ$113.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860285857 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.