Plan Ledger DOL Form 5500 · updated monthly

St. Rose Hospital403(b)

ST. ROSE HOSPITAL 403(B) SAVINGS PLAN · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

St. Rose Hospital reported $92,662 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,366 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 0.30% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,454th-largest of 9,483 plans among California employers on file, and the 1,535th of 11,911 in health care & social assistance. In 2024, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,528,414
Participants with balances696
Active participants710
Employer contributions$969,517
Employee contributions$4,135,624
Employer contribution per active participant$1,366
Average account balance$91,276
Benefits paid to participants$4,402,785
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$63.5M · 696 accts · $970K emplr
2023$56.0M · 669 accts · $844K emplr
2022$47.1M · 628 accts · $805K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,162
Investment management$18,750
Audit (IQPA)$9,750
Total administrative$92,662
Employer contributions to the St. Rose Hospital plan · 2024
Employer contribution per active participant$1,366
Median for plans this size$3,635
2024$1,366 per active participant
2023$1,208 per active participant
2022$1,216 per active participant

St. Rose Hospital's 2024 employer contribution ran below the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$64,162
BAKER TILLY MANAGEMENT LLC · Consulting · Insurance services$18,750
JWT & ASSOCIATES. LLP · Accounting / audit$9,750
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$92,662 · 0.16%
2023$89,436 · 0.17%
2022$151,934 · 0.30%
Same employer
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Staar Surgical Company CA$65.5M · 0.44%
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Continuing Life LLC CA$62.4M · 0.45%
Arcus Biosciences, Inc. CA$60.2M · 0.45%
Neighborhood Healthcare CA$59.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941668344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.