Plan Ledger DOL Form 5500 · updated monthly

Ariel Clinical Services401(k)

403(B) THRIFT PLAN OF ARIEL CLINICAL SERVICES · GRAND JUNCTION, CO · plan year 2023

Reported admin expense ratio · 2023
0.52%

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

Ariel Clinical Services reported $18,373 in plan administrative expenses for 2023: 0.52% of average plan assets, above the peer median. Employer contributions averaged $905 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 1 year on file its reported administrative ratio rose from 0.01% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,139th of 1,461), and 8,658th of 11,911 in health care & social assistance. In 2023, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,841,742
Participants with balances81
Active participants185
Employer contributions$167,361
Employee contributions$257,740
Employer contribution per active participant$905
Average account balance$47,429
Benefits paid to participants$266,379
Plan auditUnmodified (clean) audit opinion
AuditorDWC
Plan history2
Yearassets · accounts · employer contribution
2023$3.8M · 81 accts · $167K emplr
2022$3.2M · 100 accts · $147K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,373
Total administrative$18,373
The Ariel Clinical Services 401(k) match · 2023
Employer contribution per active participant$905
Median for plans this size$1,308
2023$905 per active participant
2022$2,156 per active participant

Ariel Clinical Services's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$9,237
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$9,133

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

Administrative cost history2
2023$18,373 · 0.52%
2022$265 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Matthews-Vu Medical Group CO$4.0M · 0.04%
Pantheryx, Inc. CO$3.8M · 0.46%
Acf Enterprises, LLC CO$3.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841255228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.