Plan Ledger DOL Form 5500 · updated monthly

Beatitudes Campus403(b)

BEATITUDES CAMPUS 403(B) PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
1.46%

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

Beatitudes Campus reported $33,518 in plan administrative expenses for 2023: 1.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $203 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 1.19% to 1.46%. 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 Arizona (1,034th of 1,285), and 9,768th of 11,911 in health care & social assistance. In 2023, employees put in $4.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,336,905
Participants with balances80
Active participants313
Employer contributions$63,459
Employee contributions$259,369
Employer contribution per active participant$203
Average account balance$29,211
Benefits paid to participants$558,824
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.3M · 80 accts · $63K emplr
2022$2.2M · 102 accts · $81K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,518
Total administrative$33,518
Employer contributions to the Beatitudes Campus plan · 2023
Employer contribution per active participant$203
Median for plans this size$1,308
2023$203 per active participant
2022$207 per active participant

Beatitudes Campus's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,517

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$33,518 · 1.46%
2022$27,519 · 1.19%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Gompers AZ$2.8M · 0.08%
Open Hearts AZ$2.8M · 0.09%
Sage Counseling, Inc. AZ$2.2M · 0.62%
Hozhoni Foundation, Inc. AZ$1.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860192846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.