Plan Ledger DOL Form 5500 · updated monthly

Fisher-Titus Health401(k)

FISHER-TITUS HEALTH 401(K) PLAN · NORWALK, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Fisher-Titus Health reported $168,759 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,455 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. 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 285th-largest of 3,295 plans among Ohio employers on file, and the 834th of 11,911 in health care & social assistance. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 1,329 to 1,550 since 2022.

Plan summary
Net assets, end of year$139,159,561
Participants with balances1,704
Active participants1,550
Employer contributions$2,254,542
Employee contributions$5,525,538
Employer contribution per active participant$1,455
Average account balance$81,666
Benefits paid to participants$16,086,281
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.2M · 1,704 accts · $2.3M emplr
2023$131.0M · 1,646 accts · $2.5M emplr
2022$123.7M · 1,238 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,759
Investment management$60,000
Total administrative$168,759
The Fisher-Titus Health 401(k) match · 2024
Employer contribution per active participant$1,455
Median for plans this size$3,635
2024$1,455 per active participant
2023$1,849 per active participant
2022$1,793 per active participant

Fisher-Titus Health's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$108,759
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$60,000

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$168,759 · 0.12%
2023$179,417 · 0.14%
2022$178,211 · 0.13%
Similar plansHealth Care & Social Assistance · Ohio
Genesis Healthcare System OH$158.3M · 0.40%
Orthopedic One, Inc. OH$152.0M · 0.03%
Cei Vision Partners, LLC OH$134.5M · 0.02%
Akron General Medical Center OH$126.8M · 0.06%
Lima Memorial Health System OH$126.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341476935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.