Plan Ledger DOL Form 5500 · updated monthly

Guthrie Theater FoundationDC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GUTHRIE THEATER FOUNDATION · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Guthrie Theater Foundation reported $1,550 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $552 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 0.00% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 680th-largest of 1,918 plans among Minnesota employers on file, and the 698th of 3,341 in other services. In 2023, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 143 to 614 since 2022.

Plan summary
Net assets, end of year$31,109,266
Participants with balances334
Active participants614
Employer contributions$338,691
Employee contributions$441,584
Employer contribution per active participant$552
Average account balance$93,142
Benefits paid to participants$1,769,027
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 329 accts · $375K emplr
2023$31.1M · 334 accts · $339K emplr
2022$27.1M · 301 accts · $302K emplr
Employer contributions to the Guthrie Theater Foundation plan · 2023
Employer contribution per active participant$552
Median for plans this size$2,440
2024$569 per active participant
2023$552 per active participant
2022$2,115 per active participant

Guthrie Theater Foundation's 2023 employer contribution ran below the $2,440 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,525

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$26,768 · 0.09%
2023$1,550 · 0.01%
2022$1,379 · 0.00%
Same employer
Similar plansOther Services · Minnesota
Amherst H Wilder Foundation MN$46.7M · 0.15%
Education Minnesota MN$40.8M · 0.17%
National Co+Op Grocers MN$26.9M · 0.02%
Lamettrys Collision, Inc. MN$25.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410854160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.