Plan Ledger DOL Form 5500 · updated monthly

Crisis Prevention Institute, Inc.401(k)

CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Crisis Prevention Institute, Inc. reported $89,695 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,297 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 0.26% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 591st-largest of 1,936 plans among Wisconsin employers on file, and the 1,227th of 3,091 in educational services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 256 to 297 since 2022.

Plan summary
Net assets, end of year$32,522,708
Participants with balances378
Active participants297
Employer contributions$1,573,101
Employee contributions$2,717,650
Employer contribution per active participant$5,297
Average account balance$86,039
Benefits paid to participants$2,541,421
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 378 accts · $1.6M emplr
2023$26.9M · 373 accts · $1.3M emplr
2022$20.3M · 348 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,815
Investment management$67,130
Total administrative$89,695
The Crisis Prevention Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$5,297
Median for plans this size$2,416
2024$5,297 per active participant
2023$4,628 per active participant
2022$4,572 per active participant

Crisis Prevention Institute, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$23,693
CBIZ INVESTMENT ADVISORY SERVICES, · Investment advisory (participants)$15,795
CBIZ BENEFITS AND INSURANCE SERVICE · Other servicesindirect 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$89,695 · 0.30%
2023$79,260 · 0.34%
2022$56,991 · 0.26%
Same employer
Similar plansEducational Services · Wisconsin
Herzing University, LTD WI$61.9M · 0.35%
Beloit College WI$60.5M · 0.05%
Lakeland University WI$57.3M · 0.05%
The Prairie School WI$32.4M · 0.15%
Academy of Basic Education WI$23.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 392012874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.