Plan Ledger DOL Form 5500 · updated monthly

Clinica Family Health403(b)

CLINICA FAMILY HEALTH 403(B) PLAN · LAFAYETTE, CO · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Clinica Family Health reported $161,050 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $553 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 fell from 0.52% to 0.49%. 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 345th-largest of 1,461 plans among Colorado employers on file, and the 2,543rd of 11,911 in health care & social assistance. In 2024, employees put in $6.79 for every $1.00 the employer contributed; active participation has shrunk from 650 to 525 since 2022.

Plan summary
Net assets, end of year$33,751,416
Participants with balances712
Active participants525
Employer contributions$290,507
Employee contributions$1,971,626
Employer contribution per active participant$553
Average account balance$47,404
Benefits paid to participants$4,866,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 712 accts · $291K emplr
2023$32.0M · 735 accts · $718K emplr
2022$27.5M · 777 accts · $633K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,050
Total administrative$161,050
Employer contributions to the Clinica Family Health plan · 2024
Employer contribution per active participant$553
Median for plans this size$2,416
2024$553 per active participant
2023$1,171 per active participant
2022$974 per active participant

Clinica Family Health's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$171,183
QUALIFIED PENSION SERVICES INC. · Contract administrator · Other services$350
MOSAIC FAMILY WEALTH PARTNERS, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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$161,050 · 0.49%
2023$150,042 · 0.50%
2022$157,153 · 0.52%
All plans at this employer2
MENTAL HEALTH CENTER OF BOULDER COUNTRY, INC. EMPLOYEE RETIREMENT PLAN403(b)
CLINICA FAMILY HEALTH 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Somalogic Incorporated CO$37.2M · 0.42%
San Luis Valley Health CO$36.8M · 0.21%
Sagility Operations Inc CO$31.1M · 1.96%
Ob/Gyn Affiliates CO$30.4M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840743432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.