Plan Ledger DOL Form 5500 · updated monthly

Susquehanna Health System403(b)

SHS 403(B) PLAN · WILLIAMSPORT, PA · plan year 2023

Reported admin expense ratio · 2023
0.27%

Susquehanna Health System reported $470,069 in plan administrative expenses for 2023: 0.27% of average plan assets, higher 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.

Across the 2 years on file its reported administrative ratio fell from 0.27% to 0.24%. 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 320th-largest of 3,651 plans among Pennsylvania employers on file, and the 708th of 11,911 in health care & social assistance. active participation has grown from 1,533 to 2,236 since 2022.

Plan summary
Net assets, end of year$174,172,574
Participants with balances2,236
Active participants2,236
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$77,895
Benefits paid to participants$20,076,174
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$167.7M · 2,068 accts
2023$174.2M · 2,236 accts
2022$171.0M · 2,432 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$218,877
Investment management$251,192
Total administrative$470,069
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 · 20234
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$218,877
MMA SECURITIES LLC · Investment advisory (plan)$251,192
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · 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$404,058 · 0.24%
2023$470,069 · 0.27%
2022$532,890 · 0.27%
Similar plansHealth Care & Social Assistance · Pennsylvania
Vibra Healthcare, LLC PA$185.3M · 0.32%
Delta Dental of Pennsylvania PA$178.7M · 0.04%
Meadville Medical Center PA$167.9M · 0.16%
Mount Nittany Medical Center PA$165.8M · 0.20%
Spark Therapeutics, Inc. PA$164.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232751183 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.