Plan Ledger DOL Form 5500 · updated monthly

Saint Francis Medical Center403(b)

ST. FRANCIS MEDICAL CENTER TAX DEFERRED ANNUITY PLAN · CAPE GIRARDEAU, MO · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Saint Francis Medical Center reported $349,136 in plan administrative expenses for 2023: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,038 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 1 year on file its reported administrative ratio rose from 0.14% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 103rd-largest of 1,393 plans among Missouri employers on file, and the 601st of 11,911 in health care & social assistance. In 2023, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$218,592,407
Participants with balances3,669
Active participants3,309
Employer contributions$13,361,083
Employee contributions$10,083,982
Employer contribution per active participant$4,038
Average account balance$59,578
Benefits paid to participants$21,812,942
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$218.6M · 3,669 accts · $13.4M emplr
2022$188.6M · 2,377 accts · $9.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$342,526
Investment management$5,310
Total administrative$349,136
Employer contributions to the Saint Francis Medical Center plan · 2023
Employer contribution per active participant$4,038
Median for plans this size$3,659
2023$4,038 per active participant
2022$2,275 per active participant

Saint Francis Medical Center's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$326,375
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$5,311
CHARLES SCHWAB & CO., INC. · Investment advisory (participants) · Securities brokerageindirect comp

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

Administrative cost history2
2023$349,136 · 0.17%
2022$287,660 · 0.14%
Similar plansHealth Care & Social Assistance · Missouri
Mosaic Health System MO$453.2M · 0.06%
Freeman Health System MO$213.3M · 0.30%
Compass Health, Inc. MO$211.5M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237246265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.