Plan Ledger DOL Form 5500 · updated monthly

Sauk Prairie Healthcare, Inc.403(b)

SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN · PRAIRIE DU SAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Sauk Prairie Healthcare, Inc. reported $148,304 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,432 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 fell from 0.20% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 199th-largest of 1,936 plans among Wisconsin employers on file, and the 936th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 650 to 757 since 2022.

Plan summary
Net assets, end of year$120,528,108
Participants with balances885
Active participants757
Employer contributions$2,597,677
Employee contributions$4,872,425
Employer contribution per active participant$3,432
Average account balance$136,190
Benefits paid to participants$6,334,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$120.5M · 885 accts · $2.6M emplr
2023$104.9M · 838 accts · $2.2M emplr
2022$92.8M · 758 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,622
Investment management$67,682
Total administrative$148,304
Employer contributions to the Sauk Prairie Healthcare, Inc. plan · 2024
Employer contribution per active participant$3,432
Median for plans this size$3,635
2024$3,432 per active participant
2023$3,052 per active participant
2022$3,113 per active participant

Sauk Prairie Healthcare, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$80,622
VERATIS ADVISORS INC · Consulting$67,682

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$148,304 · 0.13%
2023$137,590 · 0.14%
2022$195,714 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Forefront Dermatology, S.C. WI$131.2M · 0.29%
Fort Healthcare, Inc. WI$129.3M · 0.08%
Beloit Health System, Inc. WI$118.3M · 0.17%
Froedtert South, Inc. WI$89.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390872080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.