Plan Ledger DOL Form 5500 · updated monthly

Jefferson Center for Mental Health401(k)

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN · WHEAT RIDGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Jefferson Center for Mental Health reported $164,828 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,106 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 0.32% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 280th-largest of 1,461 plans among Colorado employers on file, and the 2,130th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 661 to 756 since 2022.

Plan summary
Net assets, end of year$42,447,497
Participants with balances1,536
Active participants756
Employer contributions$1,591,831
Employee contributions$2,820,876
Employer contribution per active participant$2,106
Average account balance$27,635
Benefits paid to participants$8,771,399
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.4M · 1,536 accts · $1.6M emplr
2023$41.4M · 1,486 accts · $1.4M emplr
2022$33.7M · 1,293 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$164,828
Total administrative$164,828
The Jefferson Center for Mental Health 401(k) match · 2024
Employer contribution per active participant$2,106
Median for plans this size$2,416
2024$2,106 per active participant
2023$1,776 per active participant
2022$1,740 per active participant

Jefferson Center for Mental Health's 2024 employer contribution ran below 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
VALIC RETIREMENT SERVICES CO · Custodial (securities) · Investment advisory (participants)$164,828

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$164,828 · 0.39%
2023$122,905 · 0.33%
2022$117,681 · 0.32%
All plans at this employer2
JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN401(k)
JEFFERSON CENTER FOR MENTAL HEALTH 403(B) PENSION PLAN403(b)
Same employer
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Corus Orthodontists LLC CO$42.1M · 0.27%
Denver Nephrologists, P.C. CO$41.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840474717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.