Plan Ledger DOL Form 5500 · updated monthly

Common Ground Healthcare Cooperative401(k)

COMMON GROUND HEALTHCARE RETIREMENT PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Common Ground Healthcare Cooperative reported $64,985 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $6,209 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 0.52% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,349th of 1,936), and 4,084th of 4,798 in finance & insurance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,967,711
Participants with balances144
Active participants105
Employer contributions$651,958
Employee contributions$840,333
Employer contribution per active participant$6,209
Average account balance$62,276
Benefits paid to participants$1,019,364
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$9.0M · 144 accts · $652K emplr
2023$7.4M · 164 accts · $572K emplr
2022$4.8M · 144 accts · $478K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,985
Total administrative$64,985
The Common Ground Healthcare Cooperative 401(k) match · 2024
Employer contribution per active participant$6,209
Median for plans this size$1,313
2024$6,209 per active participant
2023$4,934 per active participant
2022$4,880 per active participant

Common Ground Healthcare Cooperative'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,972
SIKICH LLP · Contract administrator · Other services$1,750
RBC CAPITAL MARKETS LLC · Other servicesindirect 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 history4
2025Not separately reported
2024$64,985 · 0.80%
2023$32,310 · 0.53%
2022$27,341 · 0.52%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 453309488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.