Plan Ledger DOL Form 5500 · updated monthly

St Croix Hospice Acquisition Corp401(k)

ST. CROIX HOSPICE 401(K) PLAN · OAKDALE, MN · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

St Croix Hospice Acquisition Corp reported $294,338 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,227 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 1.00% to 0.76%. 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 the 532nd-largest of 1,918 plans among Minnesota employers on file, and the 2,036th of 11,911 in health care & social assistance. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 1,524 to 2,152 since 2022.

Plan summary
Net assets, end of year$45,209,178
Participants with balances2,364
Active participants2,152
Employer contributions$2,639,913
Employee contributions$7,573,368
Employer contribution per active participant$1,227
Average account balance$19,124
Benefits paid to participants$4,774,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.2M · 2,364 accts · $2.6M emplr
2023$32.7M · 1,933 accts · $2.0M emplr
2022$23.0M · 1,767 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$294,338
Total administrative$294,338
The St Croix Hospice Acquisition Corp 401(k) match · 2024
Employer contribution per active participant$1,227
Median for plans this size$2,416
2024$1,227 per active participant
2023$1,142 per active participant
2022$1,258 per active participant

St Croix Hospice Acquisition Corp's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$294,338
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
MESIROW FINANCIAL INC · Other servicesindirect comp

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$294,338 · 0.76%
2023$216,409 · 0.78%
2022$217,171 · 1.00%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Nystrom & Associates, LTD. MN$47.9M · 0.53%
Astera Health MN$46.1M · 0.26%
Lifecare Medical Center MN$45.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463662372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.