Plan Ledger DOL Form 5500 · updated monthly

Jannus, Inc.403(b)

JANNUS, INC. RETIREMENT PLAN · BOISE, ID · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Jannus, Inc. reported $49,035 in plan administrative expenses for 2023: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,143 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 0.36% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 141st-largest of 349 plans among Idaho employers on file, and the 4,824th of 11,911 in health care & social assistance. In 2023, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,413,878
Participants with balances178
Active participants160
Employer contributions$502,893
Employee contributions$453,380
Employer contribution per active participant$3,143
Average account balance$75,359
Benefits paid to participants$798,715
Plan auditUnmodified (clean) audit opinion
AuditorHARRIS CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 169 accts · $506K emplr
2023$13.4M · 178 accts · $503K emplr
2022$11.5M · 173 accts · $445K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,393
Investment management$25,642
Total administrative$49,035
Employer contributions to the Jannus, Inc. plan · 2023
Employer contribution per active participant$3,143
Median for plans this size$2,440
2024$2,992 per active participant
2023$3,143 per active participant
2022$2,588 per active participant

Jannus, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$23,393
TUMWATER WEALTH MANAGEMENT · Investment advisory (plan)$25,642
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp
MSCS FIN SERVICES DIV OF BROADRIDGEindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$58,284 · 0.45%
2023$49,035 · 0.39%
2022$45,949 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Caribou Medical Center Plan ID$14.3M · 0.40%
North Canyon Medical Center ID$14.3M · 0.99%
Health West, Inc. ID$11.4M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 816035382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.