Plan Ledger DOL Form 5500 · updated monthly

St Anne's Retirement Community, Inc401(k)

ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN · COLUMBIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

St Anne's Retirement Community, Inc reported $77,736 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,389 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 0.04% to 0.77%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,233rd of 3,651), and the 5,541st of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,580,112
Participants with balances178
Active participants222
Employer contributions$308,406
Employee contributions$498,924
Employer contribution per active participant$1,389
Average account balance$59,439
Benefits paid to participants$1,074,508
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 178 accts · $308K emplr
2023$9.7M · 182 accts · $277K emplr
2022$8.3M · 169 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,711
Investment management$26,642
Total administrative$77,736
The St Anne's Retirement Community, Inc 401(k) match · 2024
Employer contribution per active participant$1,389
Median for plans this size$2,416
2024$1,389 per active participant
2023$994 per active participant
2022$1,153 per active participant

St Anne's Retirement Community, Inc's 2024 employer contribution ran below the $2,416 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 · 20245
JOHN HANCOCK LIFE INS CO. USA · Recordkeeping · Investment management$3,427
THE PARAGON ALLIANCE GROUP, LLC · Contract administrator$6,382
THE RETIREMENT PLAN COMPANY, LLC · Contract administrator$4,846
EDWARD D JONES & CO., L.P. · Investment advisory (participants)indirect comp
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$77,736 · 0.77%
2023$67,692 · 0.75%
2022$3,006 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Peter Becker Community PA$10.7M · 0.02%
Holy Family Institute PA$10.6M · 0.38%
Brian's House PA$10.6M · 0.22%
Aadvantage, Inc. PA$10.2M · 0.10%
Mainstay Life Services PA$10.1M · 0.63%
Passavant Memorial Homes PA$10.0M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231500399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.