Plan Ledger DOL Form 5500 · updated monthly

Excela Health403(b)

EXCELA HEALTH 403(B) RETIREMENT PLAN · GREENSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Excela Health reported $302,327 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $1,856 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 0.10% to 0.09%. 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 191st-largest of 3,651 plans among Pennsylvania employers on file, and the 420th of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$364,866,584
Participants with balances5,004
Active participants3,712
Employer contributions$6,888,336
Employee contributions$14,969,409
Employer contribution per active participant$1,856
Average account balance$72,915
Benefits paid to participants$35,273,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$364.9M · 5,004 accts · $6.9M emplr
2023$337.9M · 5,067 accts · $6.7M emplr
2022$301.0M · 5,219 accts · $6.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$235,704
Investment management$54,123
Total administrative$302,327
Employer contributions to the Excela Health plan · 2024
Employer contribution per active participant$1,856
Median for plans this size$4,294
2024$1,856 per active participant
2023$1,730 per active participant
2022$1,657 per active participant

Excela Health'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$232,668
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$54,123
CAPITAL STRATEGIES INVESTMENT GROUP · Investment advisory (plan)$12,500

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$302,327 · 0.09%
2023$280,439 · 0.09%
2022$322,552 · 0.10%
All plans at this employer2
EXCELA HEALTH 403(B) RETIREMENT PLAN403(b)
DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES401(k)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Aria Health PA$428.4M · 0.05%
Kennedy Health System PA$400.3M · 0.05%
Abington Memorial Hospital PA$382.7M · 0.07%
Doylestown Hospital PA$280.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251471089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.