Plan Ledger DOL Form 5500 · updated monthly

St. Paul's Episcopal Home, Inc.403(b)

ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

St. Paul's Episcopal Home, Inc. reported $192,727 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,541 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. 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 3,271st-largest of 9,483 plans among California employers on file, and the 3,327th of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,209,926
Participants with balances1,296
Active participants752
Employer contributions$1,158,926
Employee contributions$2,275,948
Employer contribution per active participant$1,541
Average account balance$17,909
Benefits paid to participants$4,269,973
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBERG
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 1,296 accts · $1.2M emplr
2023$20.7M · 1,198 accts · $326K emplr
2022$19.3M · 1,159 accts · $949K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,356
Investment management$74,654
Trustee / custodial$8,717
Total administrative$192,727
Employer contributions to the St. Paul's Episcopal Home, Inc. plan · 2024
Employer contribution per active participant$1,541
Median for plans this size$2,416
2024$1,541 per active participant
2023$433 per active participant
2022$1,287 per active participant

St. Paul's Episcopal Home, 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 · 20244
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$109,356
FIRST REPUBLIC INVESTMENT MGMT · Investment advisory (participants) · Investment advisory (plan)$62,572
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$12,083
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$8,717

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$192,727 · 0.87%
2023$43,538 · 0.22%
2022$162,345 · 0.90%
Same employer
Similar plansHealth Care & Social Assistance · California
Orthopaedic Hospital CA$23.8M · 0.35%
Salud Para la Gente CA$23.7M · 0.31%
Premier B.H., Inc. CA$23.6M · 0.90%
Apla Health & Wellness CA$23.5M · 0.14%
Compass Health, Inc. CA$23.2M · 0.58%
Crystal Stairs, Inc. CA$22.6M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952111196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.