Plan Ledger DOL Form 5500 · updated monthly

Aurora Comprehensive Community Mental Health403(b)

AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Aurora Comprehensive Community Mental Health reported $106,721 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,614 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 0.39% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 406th-largest of 1,461 plans among Colorado employers on file, and the 3,013th of 11,911 in health care & social assistance. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 610 to 696 since 2022.

Plan summary
Net assets, end of year$26,763,553
Participants with balances617
Active participants696
Employer contributions$1,123,204
Employee contributions$2,526,179
Employer contribution per active participant$1,614
Average account balance$43,377
Benefits paid to participants$3,363,926
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 617 accts · $1.1M emplr
2023$23.1M · 610 accts · $1.0M emplr
2022$18.6M · 553 accts · $844K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,721
Total administrative$106,721
Employer contributions to the Aurora Comprehensive Community Mental Health plan · 2024
Employer contribution per active participant$1,614
Median for plans this size$2,416
2024$1,614 per active participant
2023$1,479 per active participant
2022$1,383 per active participant

Aurora Comprehensive Community Mental Health's 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$106,721
WELLS FARGO ADVISORS FINANCIAL NETW · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$106,721 · 0.43%
2023$82,167 · 0.39%
2022$76,073 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Allhealth Network CO$27.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840683346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.