Plan Ledger DOL Form 5500 · updated monthly

Renaissance Behavioral Health System, Inc.403(b)

RENAISSANCE BEHAVIORAL HEALTH SYSTEM, INC. AND MENTAL HEALTH RESOURCE CENTER, INC. TAX DEFERRED ANNUITY SAVINGS PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Renaissance Behavioral Health System, Inc. reported $14,720 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,167 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 0.074% to 0.065%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,000th-largest of 3,644 plans among Florida employers on file, and the 3,314th of 11,911 in health care & social assistance. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,399,710
Participants with balances880
Active participants433
Employer contributions$505,114
Employee contributions$592,061
Employer contribution per active participant$1,167
Average account balance$26,591
Benefits paid to participants$1,362,133
Plan auditUnmodified (clean) audit opinion
AuditorRALTSON & COMPANY PA CPA
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 880 accts · $505K emplr
2023$21.6M · 909 accts · $232K emplr
2022$20.4M · 687 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,720
Total administrative$14,720
Employer contributions to the Renaissance Behavioral Health System, Inc. plan · 2024
Employer contribution per active participant$1,167
Median for plans this size$2,416
2024$1,167 per active participant
2023$509 per active participant

Renaissance Behavioral Health System, Inc.'s 2024 employer contribution ran below the $2,416 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
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$14,720

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$14,720 · 0.07%
2023$14,822 · 0.07%
2022$14,465 · 0.07%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 593010472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.