Plan Ledger DOL Form 5500 · updated monthly

The Guthrie Clinic403(b)

GUTHRIE 403(B) RETIREMENT SAVINGS PLAN · SAYRE, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The Guthrie Clinic reported $410,479 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $2,563 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 0.10% 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 123rd-largest of 3,651 plans among Pennsylvania employers on file, and the 279th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 7,032 to 11,376 since 2022.

Plan summary
Net assets, end of year$629,835,126
Participants with balances10,942
Active participants11,376
Employer contributions$29,152,796
Employee contributions$46,797,156
Employer contribution per active participant$2,563
Average account balance$57,561
Benefits paid to participants$41,145,909
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$629.8M · 10,942 accts · $29.2M emplr
2023$472.6M · 7,489 accts · $19.6M emplr
2022$381.8M · 6,722 accts · $20.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$410,479
Total administrative$410,479
Employer contributions to the The Guthrie Clinic plan · 2024
Employer contribution per active participant$2,563
Median for plans this size$4,294
2024$2,563 per active participant
2023$2,583 per active participant
2022$2,890 per active participant

The Guthrie Clinic's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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$410,479 · 0.07%
2023$330,583 · 0.08%
2022$381,730 · 0.10%
All plans at this employer2
GUTHRIE 401(K) RETIREMENT SAVINGS PLAN401(k)
GUTHRIE 403(B) RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Tower Health PA$1.1B · 0.11%
Devereux PA$595.4M · 0.11%
Upmc Pinnacle PA$521.1M · 0.12%
Aria Health PA$428.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233055017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.