Plan Ledger DOL Form 5500 · updated monthly

Advocate Aurora Health, Inc401(k)

ADVOCATE AURORA HEALTH 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Advocate Aurora Health, Inc reported $6,644,598 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $4,254 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 0.06% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1st-largest of 1,936 plans among Wisconsin employers on file, and the 6th of 11,911 in health care & social assistance. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,487,791,739
Participants with balances100,747
Active participants83,445
Employer contributions$354,951,356
Employee contributions$551,977,867
Employer contribution per active participant$4,254
Average account balance$104,100
Benefits paid to participants$798,246,935
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5B · 100,747 accts · $355.0M emplr
2023$9.1B · 97,754 accts · $328.0M emplr
2022$7.5B · 93,194 accts · $308.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,647,156
Investment management$2,948,521
Total administrative$6,644,598
The Advocate Aurora Health, Inc 401(k) match · 2024
Employer contribution per active participant$4,254
Median for plans this size$5,259
2024$4,254 per active participant
2023$4,099 per active participant
2022$4,008 per active participant

Advocate Aurora Health, Inc's 2024 employer contribution ran below the $5,259 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 · 202412
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$3,647,156
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$2,758,579
MARSH & MCLENNAN COMPANIES INC · Investment advisory (plan)$189,942
ANNEX ADVISORY SERVICES LLC · Investment advisory (participants)$45,288
WFA ASSET MANAGEMENT CORP · Investment advisory (participants)$40,508
LARSON FINANCIAL GROUP LLC · Investment advisory (participants)$37,241
SHAKESPEARE WEALTH MANAGEMENT · Investment advisory (participants)$27,434
CLIFTON LARSON ALLEN LLP · Legal$23,625
ABOUND WEALTH MANAGEMENT LLC · Investment advisory (participants)$20,571
QDRO CONSULTANTS COMPANY, LLC · Consulting$18,300
CHARLES SCHWAB & C0., INC. · Investment advisory (participants) · Securities brokerage$18,171
WEALTH ENHANCEMENT ADVISORY SE · Investment advisory (participants)$16,285

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,644,598 · 0.07%
2023$5,630,542 · 0.07%
2022$4,741,314 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Mayo Clinic MN$15.1B · 0.07%
Northwell Health, Inc. NY$10.9B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824184596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.