Plan Ledger DOL Form 5500 · updated monthly

Rural Health Group, Inc.403(b)

RURAL HEALTH GROUP, INC. TAX DEFERRED ANNUITY PLAN · JACKSON, NC · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Rural Health Group, Inc. reported $111,247 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,476 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 0.74% to 0.86%. 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 961st-largest of 2,005 plans among North Carolina employers on file, and the 4,885th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 348 to 388 since 2022.

Plan summary
Net assets, end of year$13,101,762
Participants with balances679
Active participants388
Employer contributions$572,792
Employee contributions$1,104,789
Employer contribution per active participant$1,476
Average account balance$19,296
Benefits paid to participants$3,113,660
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $97K emplr
2024$13.1M · 679 accts · $573K emplr
2023$12.8M · 632 accts · $416K emplr
2022$11.5M · 545 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,247
Total administrative$111,247
Employer contributions to the Rural Health Group, Inc. plan · 2024
Employer contribution per active participant$1,476
Median for plans this size$2,416
2024$1,476 per active participant
2023$1,189 per active participant
2022$987 per active participant

Rural Health Group, Inc.'s 2024 employer contribution ran below 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

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

Administrative cost history4
2025Not separately reported
2024$111,247 · 0.86%
2023$97,434 · 0.80%
2022$92,923 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Southminster, Inc. NC$13.3M · 0.69%
Sandhills Pediatrics, Inc. NC$12.4M · 0.01%
Methodist Home for Children NC$12.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581640184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.