Plan Ledger DOL Form 5500 · updated monthly

Group Health Cooperative of Eau Claire401(k)

GROUP HEALTH COOPERATIVE OF EAU CLAIRE RETIREMENT PLAN · ALTOONA, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Group Health Cooperative of Eau Claire reported $1,450 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,543 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 0.13% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,124th of 1,936), and 3,661st of 4,798 in finance & insurance. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,323,065
Participants with balances190
Active participants137
Employer contributions$348,360
Employee contributions$754,421
Employer contribution per active participant$2,543
Average account balance$70,121
Benefits paid to participants$1,780,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 190 accts · $348K emplr
2023$13.0M · 207 accts · $498K emplr
2022$11.2M · 186 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,450
Total administrative$1,450
The Group Health Cooperative of Eau Claire 401(k) match · 2024
Employer contribution per active participant$2,543
Median for plans this size$2,416
2024$2,543 per active participant
2023$3,345 per active participant
2022$3,566 per active participant

Group Health Cooperative of Eau Claire's 2024 employer contribution ran above 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 · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,450 · 0.01%
2023$2,875 · 0.02%
2022$16,327 · 0.13%
Similar plansFinance & Insurance · Wisconsin
Bank of Luxemburg WI$14.1M · 0.48%
Security Financial Bank WI$13.6M · 0.35%
Hometown Bancorp, LTD. WI$12.2M · 0.41%
Abbybank WI$12.1M · 0.22%
Americollect, Inc. WI$12.0M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 396252984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.