Plan Ledger DOL Form 5500 · updated monthly

Roper St. Francis HealthcareDC plan

ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN · CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Roper St. Francis Healthcare reported $691,695 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $2,913 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 0.10% to 0.11%. 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 17th-largest of 807 plans among South Carolina employers on file, and the 269th of 11,911 in health care & social assistance. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 5,979 to 6,783 since 2022.

Plan summary
Net assets, end of year$664,461,024
Participants with balances8,887
Active participants6,783
Employer contributions$19,757,010
Employee contributions$38,972,797
Employer contribution per active participant$2,913
Average account balance$74,768
Benefits paid to participants$66,114,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$664.5M · 8,887 accts · $19.8M emplr
2023$583.3M · 8,473 accts · $17.1M emplr
2022$476.3M · 7,676 accts · $10.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$429,535
Investment management$234,860
Audit (IQPA)$27,300
Total administrative$691,695
Employer contributions to the Roper St. Francis Healthcare plan · 2024
Employer contribution per active participant$2,913
Median for plans this size$4,294
2024$2,913 per active participant
2023$2,661 per active participant
2022$1,759 per active participant

Roper St. Francis Healthcare'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$429,808
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$234,662
FORVIS MAZARS, LLP · Accounting / audit$27,300

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$691,695 · 0.11%
2023$577,319 · 0.11%
2022$533,494 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · South Carolina
Prisma Health SC$2.2B · 0.02%
McLeod Health SC$808.7M · 0.11%
Anmed Health SC$237.0M · 0.04%
Lexington Health Inc. SC$92.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570831165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.