Plan Ledger DOL Form 5500 · updated monthly

Retina Group, Inc. dba Retina Consultants of America401(k)

RETINA CONSULTANTS OF AMERICA 401(K) PLAN · SOUTHLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Retina Group, Inc. dba Retina Consultants of America reported $452,501 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,923 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 0.18% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 263rd-largest of 5,688 plans among Texas employers on file, and the 431st of 11,911 in health care & social assistance. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 2,573 to 4,799 since 2022.

Plan summary
Net assets, end of year$353,169,493
Participants with balances5,174
Active participants4,799
Employer contributions$14,025,723
Employee contributions$17,240,235
Employer contribution per active participant$2,923
Average account balance$68,259
Benefits paid to participants$13,106,967
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$353.2M · 5,174 accts · $14.0M emplr
2023$235.8M · 3,738 accts · $9.3M emplr
2022$112.4M · 1,911 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$411,180
Investment management$41,321
Total administrative$452,501
The Retina Group, Inc. dba Retina Consultants of America 401(k) match · 2024
Employer contribution per active participant$2,923
Median for plans this size$4,294
2024$2,923 per active participant
2023$2,599 per active participant
2022$1,373 per active participant

Retina Group, Inc. dba Retina Consultants of America's 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$413,022
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$41,321

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$452,501 · 0.15%
2023$388,390 · 0.22%
2022$148,887 · 0.18%
Same employer
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Shannon Medical Center TX$460.8M · 0.14%
US Oncology Corporate, Inc. TX$357.5M · 0.14%
Accentcare, Inc. TX$355.2M · 0.58%
U.S. Renal Care, Inc. TX$340.2M · 0.19%
Southwest Key Programs, Inc. TX$277.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843983059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.