Plan Snapshot
- Plan Sponsor: Rochester Regional Health
- Sponsor EIN: 471234999
- Sponsor Address: 100 KINGS HIGHWAY SOUTH, ROCHESTER, NY, 14617
- Plan Type: 403(b)
- Total Participants: 15,944
- Total Assets: $987.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15,944 | $987.0M | $3.7M | $80.7M |
| 2023 | 15,432 | $861.4M | $3.4M | $75.2M |
| 2022 | 15,433 | $714.5M | $3.1M | $70.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $891,469 | — | $891,469 |
| STRATEGIC ADVISORS, INC. | INV. ADVISORY | $130,950 | — | $130,950 |
| NEPC, LLC | CONSULTANT | $89,794 | — | $89,794 |
| FREED MAXICK,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — INV. ADVISORY
- NEPC, LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,112,213
- Estimated Expense Ratio: 0.113% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,112,212 | $130,950 | $89,794 | — | — |
| 2023 | $1,228,037 | $116,908 | — | — | — |
| 2022 | $1,265,159 | — | — | — | — |