Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood South Atlantic403(b)

PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Planned Parenthood South Atlantic reported $44,952 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,261 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 0.43% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,054th of 2,005), and the 5,438th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,958,232
Participants with balances231
Active participants336
Employer contributions$423,660
Employee contributions$915,484
Employer contribution per active participant$1,261
Average account balance$47,438
Benefits paid to participants$473,543
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 231 accts · $424K emplr
2023$8.7M · 205 accts · $354K emplr
2022$7.2M · 193 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,952
Total administrative$44,952
Employer contributions to the Planned Parenthood South Atlantic plan · 2024
Employer contribution per active participant$1,261
Median for plans this size$1,313
2024$1,261 per active participant
2023$1,015 per active participant
2022$866 per active participant

Planned Parenthood South Atlantic's 2024 employer contribution ran below the $1,313 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 · 20243
QRPS, INC · Contract administrator$3,050
CETERA ADVISORS LLCindirect comp

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$44,952 · 0.46%
2023$34,693 · 0.44%
2022$33,612 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Peak Resources, Inc. NC$11.0M · 0.14%
Hemosonics, LLC NC$10.0M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561282557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.