Plan Ledger DOL Form 5500 · updated monthly

Highland Hospital of Rochester403(b)

HIGHLAND RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Highland Hospital of Rochester reported $256,167 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,048 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 0.16% to 0.18%. 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 570th-largest of 5,648 plans among New York employers on file, and the 755th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has shrunk from 3,845 to 3,443 since 2022.

Plan summary
Net assets, end of year$160,057,115
Participants with balances5,548
Active participants3,443
Employer contributions$7,052,290
Employee contributions$10,356,968
Employer contribution per active participant$2,048
Average account balance$28,850
Benefits paid to participants$8,689,085
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO.LLP
Plan history3
Yearassets · accounts · employer contribution
2024$160.1M · 5,548 accts · $7.1M emplr
2023$130.3M · 5,369 accts · $6.1M emplr
2022$102.3M · 4,916 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$256,167
Total administrative$256,167
Employer contributions to the Highland Hospital of Rochester plan · 2024
Employer contribution per active participant$2,048
Median for plans this size$3,635
2024$2,048 per active participant
2023$1,355 per active participant
2022$1,412 per active participant

Highland Hospital of Rochester'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 · 20241
TIAA · Recordkeeping · Pension consulting$256,167

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$256,167 · 0.18%
2023$200,613 · 0.17%
2022$166,695 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · New York
Careabout Mso, LLC NY$176.9M · 0.08%
Sun River Health, Inc. NY$156.7M · 0.15%
Arnot Ogden Medical Center NY$151.7M · 0.25%
St. Barnabas Hospital NY$149.6M · 0.12%
Medisys Venture, Inc. NY$147.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.