Plan Ledger DOL Form 5500 · updated monthly

Ruth Eckerd Hall, Inc.403(b)

RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Ruth Eckerd Hall, Inc. reported $40,154 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $478 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 3 years on file its reported administrative ratio has held roughly steady near 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,534th of 3,644), and 946th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,763,957
Participants with balances220
Active participants431
Employer contributions$205,951
Employee contributions$482,642
Employer contribution per active participant$478
Average account balance$21,654
Benefits paid to participants$321,847
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 220 accts · $206K emplr
2023$4.0M · 189 accts · $134K emplr
2022$3.3M · 165 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,154
Total administrative$40,154
The Ruth Eckerd Hall, Inc. 401(k) match · 2024
Employer contribution per active participant$478
Median for plans this size$1,313
2024$478 per active participant
2023$351 per active participant
2022$201 per active participant

Ruth Eckerd Hall, Inc.'s 2024 employer contribution ran below the $1,313 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
LINCOLN NATIONAL CORPORATION · Recordkeeping$22,872
MERRILL LYNCH · Recordkeeping$10,018
FUTUREPLAN BY ASCENSUS · Recordkeeping$6,137

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

Recordkeeper by year2
2024Ascensus, Bank of America / Merrill, Lincoln Financial
2023Ascensus, Bank of America / Merrill, Lincoln Financial

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

Administrative cost history3
2024$40,154 · 0.91%
2023$44,801 · 1.21%
2022$30,276 · 0.95%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Yf Fc Operations, LLC FL$5.2M · 0.95%
Museum of Science, Inc. FL$4.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591803628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.