Plan Ledger DOL Form 5500 · updated monthly

Recreation Centers of Sun City, Inc.401(k)

RECREATION CENTERS OF SUN CITY EMPLOYEES 401(K) PLAN · SUN CITY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Recreation Centers of Sun City, Inc. reported $19,751 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $257 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 0.96% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Arizona (976th of 1,285), and 1,067th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 451 to 498 since 2022.

Plan summary
Net assets, end of year$3,034,971
Participants with balances169
Active participants498
Employer contributions$127,756
Employee contributions$391,082
Employer contribution per active participant$257
Average account balance$17,958
Benefits paid to participants$255,189
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 169 accts · $128K emplr
2023$2.4M · 155 accts · $125K emplr
2022$2.0M · 158 accts · $101K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,263
Investment management$1,488
Total administrative$19,751
The Recreation Centers of Sun City, Inc. 401(k) match · 2024
Employer contribution per active participant$257
Median for plans this size$1,313
2024$257 per active participant
2023$273 per active participant
2022$224 per active participant

Recreation Centers of Sun City, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,263

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$19,751 · 0.73%
2023$13,180 · 0.60%
2022$20,733 · 0.96%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Phoenix Art Museum AZ$3.9M · 0.09%
Arizona Science Center AZ$3.1M · 1.25%
Mirabel Golf Club, Inc. AZ$3.0M · 0.86%
The Silverleaf Club LLC AZ$2.8M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860214132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.