Plan Ledger DOL Form 5500 · updated monthly

Raleigh Durham Medical Group, PA401(k)

RALEIGH DURHAM MEDICAL GROUP, PA 401(K) RETIREMENT PLAN · RALEIGH, NC · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Raleigh Durham Medical Group, PA reported $108,803 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,680 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 3 years on file its reported administrative ratio fell from 0.45% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 402nd-largest of 2,005 plans among North Carolina employers on file, and the 2,020th of 11,911 in health care & social assistance. In 2025, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 442 to 576 since 2022.

Plan summary
Net assets, end of year$45,628,949
Participants with balances367
Active participants576
Employer contributions$967,761
Employee contributions$1,933,161
Employer contribution per active participant$1,680
Average account balance$124,330
Benefits paid to participants$4,561,727
Plan auditUnmodified (clean) audit opinion
AuditorCALVETTI FEGUSON LLC
Plan history4
Yearassets · accounts · employer contribution
2025$45.6M · 367 accts · $968K emplr
2024$40.3M · 367 accts · $913K emplr
2023$34.7M · 380 accts · $875K emplr
2022$29.8M · 527 accts · $758K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,103
Investment management$87,700
Total administrative$108,803
The Raleigh Durham Medical Group, PA 401(k) match · 2025
Employer contribution per active participant$1,680
Median for plans this size$2,666
2025$1,680 per active participant
2024$1,726 per active participant
2023$1,834 per active participant
2022$1,716 per active participant

Raleigh Durham Medical Group, PA's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$81,131
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,103
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,568

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

Administrative cost history4
2025$108,803 · 0.25%
2024$116,405 · 0.31%
2023$104,668 · 0.32%
2022$131,349 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Kernodle Clinic, Inc. NC$47.0M · 0.08%
Hillco, LTD. NC$41.9M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201582408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.