Plan Ledger DOL Form 5500 · updated monthly

Saint Joseph's Rehabilitation and Residence403(b)

SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN · PORTLAND, ME · plan year 2022

Reported admin expense ratio · 2022
0.11%

Saint Joseph's Rehabilitation and Residence reported $1,765 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maine (326th of 354), and 10,444th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,531,538
Participants with balances41
Active participants92
Employer contributions—
Employee contributions$54,062
Employer contribution per active participant—
Average account balance$37,355
Benefits paid to participants$31,563
Plan auditUnmodified (clean) audit opinion
AuditorBERRY DUNN MCNEIL & PARKER, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,765
Total administrative$1,765
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,765 · 0.11%
Similar plansHealth Care & Social Assistance · Maine
Health Access Network ME$1.6M · 0.28%
Skills, Inc. ME$1.5M · 1.12%
Inland Hospital ME$1.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010339489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.