Plan Ledger DOL Form 5500 · updated monthly

Navicent Health, Inc.403(b)

NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Navicent Health, Inc. reported $45,104 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,978 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 0.02% to 0.01%. 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 70th-largest of 2,160 plans among Georgia employers on file, and the 299th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$574,965,566
Participants with balances11,850
Active participants6,778
Employer contributions$13,409,178
Employee contributions$27,219,585
Employer contribution per active participant$1,978
Average account balance$48,520
Benefits paid to participants$41,261,246
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$575.0M · 11,850 accts · $13.4M emplr
2023$505.8M · 11,241 accts · $12.2M emplr
2022$429.7M · 10,435 accts · $11.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,104
Total administrative$45,104
Employer contributions to the Navicent Health, Inc. plan · 2024
Employer contribution per active participant$1,978
Median for plans this size$4,294
2024$1,978 per active participant
2023$1,925 per active participant
2022$1,796 per active participant

Navicent Health, Inc.'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 · 20242
VALIC RETIREMENT SERVICE COMPANY · Custodial (securities) · Investment advisory (participants)$44,904
LINCOLN NATIONAL CORPORATION · Contract administrator$200

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$45,104 · 0.01%
2023$202,839 · 0.04%
2022$114,097 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Northside Hospital, Inc. GA$1.8B · 0.10%
The Emory Clinic, Inc. GA$1.0B · 0.02%
Curo Health Services, LLC GA$528.0M · 0.14%
Tanner Medical Center, Inc GA$434.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582149127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.