Plan Ledger DOL Form 5500 · updated monthly

Peacehealth403(b)

PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peacehealth reported $96,470 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 $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 1,714 plans among Washington employers on file, and the 441st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$343,501,582
Participants with balances4,609
Active participants3,642
Employer contributions—
Employee contributions$25,488,007
Employer contribution per active participant—
Average account balance$74,528
Benefits paid to participants$36,390,773
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$343.5M · 4,609 accts
2023$307.2M · 4,210 accts
2022$259.9M · 3,877 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,852
Investment management$44,542
Audit (IQPA)$16,650
Total administrative$96,470
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 · 20244
STRATEGIC ADVISORS · Investment advisory (plan)$36,412
FID INV INSTL OPS CO · Loan processing · Contract administrator$27,256
SAGEVIEW ADVISORY GROUP · Consulting · Investment advisory (plan)$18,424
BAKER TILLY US, LLP · Accounting / audit$16,650

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$96,470 · 0.03%
2023$72,369 · 0.03%
2022$65,935 · 0.02%
All plans at this employer3
PEACEHEALTH MEDICAL GROUP 401(K) PROFIT SHARING PLAN401(k)
PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN403(b)
PEACEHEALTH SOUTHWEST MEDICAL CENTER EMPLOYER CONTRIBUTION PLANProfit-sharing plan
Similar plansHealth Care & Social Assistance · Washington
Radia, Inc., P.S. WA$310.9M · 0.07%
Integra Imaging, P.S. WA$303.4M · 0.10%
Swedish Health Services WA$292.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910939479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.