Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood North Central States403(b)

403(B) THRIFT PLAN FOR EMPLOYEES OF PLANNED PARENTHOOD NORTH CENTRAL STATES · SAINT PAUL, MN · plan year 2025

Reported admin expense ratio · 2025
0.50%

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

Planned Parenthood North Central States reported $154,033 in plan administrative expenses for 2025: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,493 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 4 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 654th-largest of 1,918 plans among Minnesota employers on file, and the 661st of 3,341 in other services. In 2025, employees put in $3.65 for every $1.00 the employer contributed; active participation has shrunk from 583 to 478 since 2022.

Plan summary
Net assets, end of year$32,502,227
Participants with balances682
Active participants478
Employer contributions$713,747
Employee contributions$2,605,010
Employer contribution per active participant$1,493
Average account balance$47,657
Benefits paid to participants$4,936,525
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$32.5M · 682 accts · $714K emplr
2024$29.2M · 765 accts · $781K emplr
2023$24.6M · 734 accts · $820K emplr
2022$20.5M · 761 accts · $712K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$154,033
Total administrative$154,033
Employer contributions to the Planned Parenthood North Central States plan · 2025
Employer contribution per active participant$1,493
Median for plans this size$2,666
2025$1,493 per active participant
2024$1,319 per active participant
2023$1,489 per active participant
2022$1,220 per active participant

Planned Parenthood North Central States's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$154,032
HAYS FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$154,033 · 0.50%
2024$140,898 · 0.52%
2023$121,206 · 0.54%
2022$115,496 · 0.52%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 830614523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.