Plan Ledger DOL Form 5500 · updated monthly

Psa Behavioral Health Agency dba Resilient Health403(b)

RESILIENT HEALTH 403(B) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.62%

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

Psa Behavioral Health Agency dba Resilient Health reported $51,769 in plan administrative expenses for 2024: 1.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,365 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 1.41% to 1.62%. 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 Arizona (945th of 1,285), and 9,002nd of 11,911 in health care & social assistance. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 159 to 176 since 2022.

Plan summary
Net assets, end of year$3,356,963
Participants with balances206
Active participants176
Employer contributions$240,179
Employee contributions$374,084
Employer contribution per active participant$1,365
Average account balance$16,296
Benefits paid to participants$748,062
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 206 accts · $240K emplr
2023$3.0M · 203 accts · $152K emplr
2022$2.3M · 174 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,769
Total administrative$51,769
Employer contributions to the Psa Behavioral Health Agency dba Resilient Health plan · 2024
Employer contribution per active participant$1,365
Median for plans this size$1,313
2024$1,365 per active participant
2023$813 per active participant
2022$849 per active participant

Psa Behavioral Health Agency dba Resilient Health's 2024 employer contribution ran above 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$52,844
RAYMOND JAMES FIN SVCS ADVISORS · Investment advisory (plan)indirect 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$51,769 · 1.62%
2023$39,727 · 1.48%
2022$33,552 · 1.41%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Twelfth One, LLC AZ$3.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860220306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.