Plan Ledger DOL Form 5500 · updated monthly

Reconstructive Orthopaedic Associates II, P.C.401(k)

ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Reconstructive Orthopaedic Associates II, P.C. reported $217,534 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,574 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 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 242nd-largest of 3,651 plans among Pennsylvania employers on file, and the 554th of 11,911 in health care & social assistance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has shrunk from 1,717 to 1,495 since 2022.

Plan summary
Net assets, end of year$244,717,929
Participants with balances2,003
Active participants1,495
Employer contributions$11,323,583
Employee contributions$9,819,044
Employer contribution per active participant$7,574
Average account balance$122,176
Benefits paid to participants$24,596,454
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$244.7M · 2,003 accts · $11.3M emplr
2023$214.7M · 2,054 accts · $11.3M emplr
2022$180.0M · 2,055 accts · $12.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,539
Investment management$157,995
Total administrative$217,534
The Reconstructive Orthopaedic Associates II, P.C. 401(k) match · 2024
Employer contribution per active participant$7,574
Median for plans this size$3,635
2024$7,574 per active participant
2023$6,877 per active participant
2022$7,228 per active participant

Reconstructive Orthopaedic Associates II, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$149,989
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (participants)$131,241
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$26,754

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

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$217,534 · 0.09%
2023$274,046 · 0.14%
2022$220,798 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Excela Health PA$364.9M · 0.09%
Doylestown Hospital PA$280.9M · 0.21%
St. Clair Hospital PA$209.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232856880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.