Plan Ledger DOL Form 5500 · updated monthly

Rochester Regional Health403(b)

ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Rochester Regional Health reported $1,112,212 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $230 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 0.16% to 0.12%. 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 118th-largest of 5,648 plans among New York employers on file, and the 188th of 11,911 in health care & social assistance. In 2024, employees put in $22.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$987,006,461
Participants with balances18,329
Active participants15,944
Employer contributions$3,667,668
Employee contributions$80,718,810
Employer contribution per active participant$230
Average account balance$53,849
Benefits paid to participants$81,704,787
Plan auditUnmodified (clean) audit opinion
AuditorFREED MAXICK,P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$987.0M · 18,329 accts · $3.7M emplr
2023$861.4M · 17,817 accts · $3.4M emplr
2022$714.5M · 17,555 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,794
Investment management$130,950
Total administrative$1,112,212
Employer contributions to the Rochester Regional Health plan · 2024
Employer contribution per active participant$230
Median for plans this size$4,294
2024$230 per active participant
2023$219 per active participant
2022$198 per active participant

Rochester Regional Health's 2024 employer contribution ran below the $4,294 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 · 20243
FID INV INST OPS CO · Recordkeeping · Loan processing$891,469
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$130,950
NEPC, LLC · Contract administrator$89,794

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,112,212 · 0.12%
2023$1,228,037 · 0.16%
2022$1,265,159 · 0.16%
All plans at this employer2
ROCHESTER REGIONAL HEALTH 401(K) DEFINED CONTRIBUTION PLAN401(k)
ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 471234999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.