Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Association of Utah403(b)

PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN · SALT LAKE CITY, UT · plan year 2023

Reported admin expense ratio · 2023
0.82%

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

Planned Parenthood Association of Utah reported $35,965 in plan administrative expenses for 2023: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,062 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 0.74% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (613th of 848), and 8,002nd of 11,911 in health care & social assistance. In 2023, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 109 to 124 since 2022.

Plan summary
Net assets, end of year$4,827,481
Participants with balances152
Active participants124
Employer contributions$131,649
Employee contributions$289,586
Employer contribution per active participant$1,062
Average account balance$31,760
Benefits paid to participants$213,638
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 155 accts · $162K emplr
2023$4.8M · 152 accts · $132K emplr
2022$3.9M · 135 accts · $128K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,965
Total administrative$35,965
The Planned Parenthood Association of Utah 401(k) match · 2023
Employer contribution per active participant$1,062
Median for plans this size$1,308
2024$1,277 per active participant
2023$1,062 per active participant
2022$1,174 per active participant

Planned Parenthood Association of Utah's 2023 employer contribution ran below the $1,308 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 · 20231
D.A. DAVIDSON AND COindirect comp

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$37,259 · 0.80%
2023$35,965 · 0.82%
2022$35,216 · 0.74%
Similar plansHealth Care & Social Assistance · Utah
Impact Healthcare, LLC UT$5.6M · 0.96%
Ehh Holdco, Inc. UT$5.4M · 0.66%
Daywest Management, Inc. UT$5.3M · 0.39%
Stonehenge of Orem LLC UT$5.1M · 1.28%
Carexm, LLC UT$4.7M · 1.10%
Aegis Management, LLC UT$4.6M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870288909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.