Plan Ledger DOL Form 5500 · updated monthly

Augustine Institute, Inc.403(b)

AUGUSTINE INSTITUTE RETIREMENT PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Augustine Institute, Inc. reported $38,859 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $3,755 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 0.42% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Colorado (829th of 1,461), and 2,169th of 3,091 in educational services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 165 to 194 since 2022.

Plan summary
Net assets, end of year$9,239,052
Participants with balances219
Active participants194
Employer contributions$728,434
Employee contributions$991,578
Employer contribution per active participant$3,755
Average account balance$42,187
Benefits paid to participants$700,015
Plan auditUnmodified (clean) audit opinion
AuditorBIGGS KOFFORD
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 219 accts · $728K emplr
2023$7.1M · 204 accts · $651K emplr
2022$4.9M · 225 accts · $531K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,859
Total administrative$38,859
Employer contributions to the Augustine Institute, Inc. plan · 2024
Employer contribution per active participant$3,755
Median for plans this size$1,313
2024$3,755 per active participant
2023$3,741 per active participant
2022$3,221 per active participant

Augustine Institute, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$38,859

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

Administrative cost history3
2024$38,859 · 0.47%
2023$26,537 · 0.44%
2022$20,384 · 0.42%
Similar plansEducational Services · Colorado
Bscs Science Learning CO$8.1M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202349108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.