Plan Ledger DOL Form 5500 · updated monthly

Lutheran Good Shepherd Home403(b)

LUTHERAN GOOD SHEPHERD HOME 403(B) PLAN · CONCORDIA, MO · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Lutheran Good Shepherd Home reported $700 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $266 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,348th of 1,393), and 11,150th of 11,911 in health care & social assistance. In 2022, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$720,324
Participants with balances29
Active participants138
Employer contributions$36,687
Employee contributions$70,296
Employer contribution per active participant$266
Average account balance$24,839
Benefits paid to participants$279,253
Plan auditUnmodified (clean) audit opinion
AuditorADAMSBROWN, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$700
Total administrative$700
Employer contributions to the Lutheran Good Shepherd Home plan · 2022
Employer contribution per active participant$266
Median for plans this size$331

Lutheran Good Shepherd Home's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$700 · 0.08%
Similar plansHealth Care & Social Assistance · Missouri
Garden View Care Center MO$843K · 1.20%
Haven Home Health MO$668K · 2.28%
Accolade Healthcare, LLC MO$556K · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440652188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.