Plan Ledger DOL Form 5500 · updated monthly

Rogue Community Health403(b)

ROGUE COMMUNITY HEALTH 403(B) PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Rogue Community Health reported $10,033 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,569 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 rose from 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 469th-largest of 1,021 plans among Oregon employers on file, and the 1,401st of 3,341 in other services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,116,568
Participants with balances664
Active participants294
Employer contributions$755,357
Employee contributions$1,058,335
Employer contribution per active participant$2,569
Average account balance$19,754
Benefits paid to participants$462,716
Plan auditUnmodified (clean) audit opinion
AuditorKDP CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 664 accts · $755K emplr
2023$10.2M · 627 accts · $652K emplr
2022$7.0M · 554 accts · $506K emplr
Administrative expenses, itemized · 2024
Investment management$10,033
Total administrative$10,033
The Rogue Community Health 401(k) match · 2024
Employer contribution per active participant$2,569
Median for plans this size$2,416
2024$2,569 per active participant
2023$2,000 per active participant
2022$1,848 per active participant

Rogue Community Health's 2024 employer contribution ran above the $2,416 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 · 20241
ANDREW TRIPP · Insurance broker · Insurance services$31,506

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$10,033 · 0.09%
2023$6,216 · 0.07%
2022$4,930 · 0.07%
Same employer
Similar plansOther Services · Oregon
Relay Resources OR$14.7M · 0.37%
Rever Grand LLC OR$12.6M · 2.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237366812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.