Plan Ledger DOL Form 5500 · updated monthly

Samaritan Health Services403(b)

SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL · CORVALLIS, OR · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Samaritan Health Services reported $475,324 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,581 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 fell from 0.08% to 0.07%. 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 20th-largest of 1,021 plans among Oregon employers on file, and the 262nd of 11,911 in health care & social assistance. In 2024, employees put in $4.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$703,282,178
Participants with balances7,417
Active participants6,427
Employer contributions$10,162,665
Employee contributions$46,335,997
Employer contribution per active participant$1,581
Average account balance$94,820
Benefits paid to participants$72,662,530
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$703.3M · 7,417 accts · $10.2M emplr
2023$614.6M · 7,392 accts · $9.5M emplr
2022$510.2M · 7,042 accts · $8.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$475,324
Total administrative$475,324
Employer contributions to the Samaritan Health Services plan · 2024
Employer contribution per active participant$1,581
Median for plans this size$4,294
2024$1,581 per active participant
2023$1,443 per active participant
2022$1,390 per active participant

Samaritan Health Services's 2024 employer contribution ran below the $4,294 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$474,858
RV KUHNS & ASSOCIATES, INC. · Investment managementindirect comp
KBF CPAS - AUDIT, LLP · Accounting / auditindirect comp

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$475,324 · 0.07%
2023$484,826 · 0.09%
2022$464,918 · 0.08%
All plans at this employer2
SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL403(b)
SAMARITAN HEALTH SERVICES RETIREMENT PLANMoney purchase plan
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Asante OR$758.5M · 0.12%
The Oregon Clinic, P.C. OR$360.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930951989 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.