Plan Ledger DOL Form 5500 · updated monthly

Ruth Jensen Village Residential Services, Inc.401(k)

RUTH JENSEN VILLAGE RESIDENTIAL SERVICES, INC. 401K PLAN · BOWLING GREEN, MO · plan year 2023

Reported admin expense ratio · 2023
1.28%

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

Ruth Jensen Village Residential Services, Inc. reported $32,526 in plan administrative expenses for 2023: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,337 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 1 year on file its reported administrative ratio rose from 1.05% to 1.28%. 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 Missouri (1,198th of 1,393), and 9,405th of 11,911 in health care & social assistance. In 2023, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,801,188
Participants with balances78
Active participants93
Employer contributions$217,346
Employee contributions$183,916
Employer contribution per active participant$2,337
Average account balance$35,913
Benefits paid to participants$251,005
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.8M · 78 accts · $217K emplr
2022$2.3M · 105 accts · $172K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,344
Total administrative$32,526
The Ruth Jensen Village Residential Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,337
Median for plans this size$1,308
2023$2,337 per active participant
2022$1,815 per active participant

Ruth Jensen Village Residential Services, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WILLIAMS BENEFIT CONSULTING, LLC · Contract administratorindirect comp

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

Administrative cost history2
2023$32,526 · 1.28%
2022$26,822 · 1.05%
Similar plansHealth Care & Social Assistance · Missouri
Synergy Services Inc. MO$3.2M · 0.63%
Seniorage MO$2.9M · 1.45%
Easy Living Inc. MO$2.9M · 0.08%
Manor Grove MO$2.7M · 0.01%
Guadalupe Centers, Inc. MO$2.6M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431502182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.