Plan Ledger DOL Form 5500 · updated monthly

Frontier Health403(b)

FRONTIER HEALTH TAX DEFERRED ANNUITY PLAN · GRAY, TN · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Frontier Health reported $73,260 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.02% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 470th-largest of 1,496 plans among Tennessee employers on file, and the 3,143rd of 11,911 in health care & social assistance. active participation has grown from 1,077 to 1,307 since 2022.

Plan summary
Net assets, end of year$25,190,982
Participants with balances716
Active participants1,307
Employer contributions$0
Employee contributions$1,801,801
Employer contribution per active participant$0
Average account balance$35,183
Benefits paid to participants$2,553,362
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, EDWARDS & COMPANY, L.L. P.
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 716 accts
2023$22.6M · 642 accts
2022$19.4M · 610 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,223
Total administrative$73,260
Employer contributions to the Frontier Health plan · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Frontier Health's 2024 employer contribution ran below the $2,416 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
THE TRUST COMPANY OF TENNESSEE · Investment advisory (plan) · Investment management$44,037
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,223

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$73,260 · 0.31%
2023$4,266 · 0.02%
2022$4,065 · 0.02%
All plans at this employer2
FRONTIER HEALTH TAX DEFERRED ANNUITY PLAN403(b)
FRONTIER HEALTH RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Labconnect, LLC TN$22.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620582605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.