Plan Ledger DOL Form 5500 · updated monthly

St. Camillus Health System, Inc.403(b)

ST. CAMILLUS RETIREMENT SAVINGS PLAN · WAUWATOSA, WI · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

St. Camillus Health System, Inc. reported $69,946 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $849 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 0.53% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,060th of 1,936), and the 4,537th of 11,911 in health care & social assistance. In 2023, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,776,115
Participants with balances422
Active participants478
Employer contributions$405,663
Employee contributions$1,202,418
Employer contribution per active participant$849
Average account balance$35,014
Benefits paid to participants$3,350,280
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 532 accts · $393K emplr
2023$14.8M · 422 accts · $406K emplr
2022$14.0M · 411 accts · $400K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,563
Investment management$22,383
Total administrative$69,946
Employer contributions to the St. Camillus Health System, Inc. plan · 2023
Employer contribution per active participant$849
Median for plans this size$2,440
2024$628 per active participant
2023$849 per active participant
2022$862 per active participant

St. Camillus Health System, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LINCOLN NATIONAL CORPORATION · Contract administrator$47,563
SAGEVIEW ADVISORY GROUP · Investment advisory (plan) · Accounting / audit$22,383

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$67,742 · 0.46%
2023$69,946 · 0.49%
2022$70,096 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Caravel Autism Health, LLC WI$15.9M · 1.20%
Prn Health Services, Inc. WI$14.7M · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.