Plan Ledger DOL Form 5500 · updated monthly

Georgia Rehabilitation Institute, Inc.403(b)

GEORGIA REHABILITATION INSTITUTE,INC. TAX DEFERRED ANNUITY PLAN · AUGUSTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Georgia Rehabilitation Institute, Inc. reported $2,203 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,590 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 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,187th of 2,160), and the 5,439th of 11,911 in health care & social assistance. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,958,224
Participants with balances201
Active participants17
Employer contributions$27,026
Employee contributions$43,660
Employer contribution per active participant$1,590
Average account balance$54,519
Benefits paid to participants$681,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 172 accts · $27K emplr
2023$10.8M · 191 accts · $30K emplr
2022$11.0M · 201 accts · $27K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,203
Total administrative$2,203
Employer contributions to the Georgia Rehabilitation Institute, Inc. plan · 2022
Employer contribution per active participant$1,590
Median for plans this size$2,266
2024$1,717 per active participant
2023$2,132 per active participant
2022$1,590 per active participant

Georgia Rehabilitation Institute, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,698 · 0.03%
2023$2,489 · 0.02%
2022$2,203 · 0.02%
Similar plansHealth Care & Social Assistance · Georgia
Aylo Health, LLC GA$10.8M · 0.91%
Specialty Management, Inc. GA$10.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581705662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.