Plan Ledger DOL Form 5500 · updated monthly

Tivity Health, Inc.401(k)

TIVITY HEALTH, INC. RETIREMENT SAVINGS PLAN · FRANKLIN, TN · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Tivity Health, Inc. reported $127,247 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,390 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 3 years on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 135th-largest of 1,496 plans among Tennessee employers on file, and the 879th of 11,911 in health care & social assistance. In 2025, employees put in $3.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$128,458,927
Participants with balances1,131
Active participants443
Employer contributions$1,058,848
Employee contributions$3,755,168
Employer contribution per active participant$2,390
Average account balance$113,580
Benefits paid to participants$14,970,378
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history4
Yearassets · accounts · employer contribution
2025$128.5M · 1,131 accts · $1.1M emplr
2024$118.7M · 1,232 accts · $1.2M emplr
2023$113.7M · 1,286 accts · $1.1M emplr
2022$100.4M · 1,359 accts · $928K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$51,740
Investment management$27,378
Total administrative$127,247
The Tivity Health, Inc. 401(k) match · 2025
Employer contribution per active participant$2,390
Median for plans this size$4,093
2025$2,390 per active participant
2024$2,582 per active participant
2023$2,671 per active participant
2022$2,113 per active participant

Tivity Health, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$51,740
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$48,129
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,378

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

Administrative cost history4
2025$127,247 · 0.10%
2024$128,319 · 0.11%
2023$71,367 · 0.07%
2022$135,626 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
The Campbell Clinic, P.C. TN$148.2M · 0.02%
Holston Medical Group, Inc. TN$147.1M · 0.32%
U.S. Urology Partners, LLC TN$144.0M · 0.11%
3LS Inc. TN$122.4M
Centerstone of America, Inc. TN$120.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621117144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.