Plan Ledger DOL Form 5500 · updated monthly

Tuality Healthcare403(b)

TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) · HILLSBORO, OR · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Tuality Healthcare reported $357,980 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,881 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 rose from 0.27% to 0.32%. 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 89th-largest of 1,021 plans among Oregon employers on file, and the 937th of 11,911 in health care & social assistance. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$120,429,421
Participants with balances1,904
Active participants1,323
Employer contributions$3,811,370
Employee contributions$9,423,721
Employer contribution per active participant$2,881
Average account balance$63,251
Benefits paid to participants$11,483,951
Plan auditDisclaimer of opinion
AuditorFORDHAM GOODFELLOW, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$120.4M · 1,904 accts · $3.8M emplr
2023$105.1M · 1,882 accts · $4.3M emplr
2022$86.6M · 1,764 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$308,608
Investment management$7,319
Audit (IQPA)$42,053
Total administrative$357,980
Employer contributions to the Tuality Healthcare plan · 2024
Employer contribution per active participant$2,881
Median for plans this size$3,635
2024$2,881 per active participant
2023$3,398 per active participant
2022$1,757 per active participant

Tuality Healthcare's 2024 employer contribution ran below the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$308,608
FORDAM LLP · Accounting / audit$42,053
COLDSTREAM WEALTH MANAGEMENT · Investment management$7,319
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$357,980 · 0.32%
2023$294,218 · 0.31%
2022$252,437 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
The Corvallis Clinic, P.C. OR$124.5M · 0.10%
Salem Clinic, P.C. OR$118.9M · 0.01%
Grande Ronde Hospital Inc. OR$118.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930430029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.