Plan Ledger DOL Form 5500 · updated monthly

St Josephs Community Health Services Inc401(k)

ST. JOSEPH'S HEALTH SERVICES, INC. 401(K) PLAN · HILLSBORO, WI · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

St Josephs Community Health Services Inc reported $66,103 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,254 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 has held roughly steady near 0.422%. 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 the 953rd-largest of 1,936 plans among Wisconsin employers on file, and the 4,074th of 11,911 in health care & social assistance. In 2023, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,405,534
Participants with balances216
Active participants177
Employer contributions$399,004
Employee contributions$813,111
Employer contribution per active participant$2,254
Average account balance$80,581
Benefits paid to participants$1,510,749
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$17.4M · 216 accts · $399K emplr
2022$13.9M · 222 accts · $354K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$66,103
Total administrative$66,103
The St Josephs Community Health Services Inc 401(k) match · 2023
Employer contribution per active participant$2,254
Median for plans this size$2,440
2023$2,254 per active participant
2022$1,934 per active participant

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

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,102
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$66,103 · 0.42%
2022$62,185 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
First Impressions, S.C. WI$17.8M · 0.33%
Management Select, LLC WI$17.7M · 0.23%
Independencefirst WI$17.5M · 0.10%
Unity Limited Partnership WI$17.2M · 0.35%
Caravel Autism Health, LLC WI$15.9M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390929538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.