Plan Ledger DOL Form 5500 · updated monthly

St. Augustine Preparatory Academy, Inc.401(k)

ST. AUGUSTINE PREP RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

St. Augustine Preparatory Academy, Inc. reported $57,897 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $2,384 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 0.93% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Wisconsin (1,306th of 1,936), and 2,162nd of 3,091 in educational services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 171 to 275 since 2022.

Plan summary
Net assets, end of year$9,434,386
Participants with balances337
Active participants275
Employer contributions$655,633
Employee contributions$1,067,191
Employer contribution per active participant$2,384
Average account balance$27,995
Benefits paid to participants$539,865
Plan auditDisclaimer of opinion
AuditorRITZHOLMAN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 337 accts · $656K emplr
2023$6.7M · 282 accts · $510K emplr
2022$4.9M · 231 accts · $393K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,843
Investment management$24,054
Total administrative$57,897
The St. Augustine Preparatory Academy, Inc. 401(k) match · 2024
Employer contribution per active participant$2,384
Median for plans this size$1,313
2024$2,384 per active participant
2023$2,255 per active participant
2022$2,300 per active participant

St. Augustine Preparatory Academy, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect 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

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,897 · 0.72%
2023$48,999 · 0.84%
2022$38,478 · 0.93%
Same employer
Similar plansEducational Services · Wisconsin
Seeds of Health, Inc. WI$15.5M · 0.35%
Open Sky Education, Inc. WI$8.7M · 1.01%
Chileda Institute, Inc. WI$4.9M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471800734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.