Plan Ledger DOL Form 5500 · updated monthly

St. Peters Health403(b)

ST. PETER'S HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN · HELENA, MT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

St. Peters Health reported $271,879 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,226 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 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 11th-largest of 229 plans among Montana employers on file, and the 873rd of 11,911 in health care & social assistance. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,115,869
Participants with balances2,422
Active participants1,848
Employer contributions$2,265,150
Employee contributions$9,139,374
Employer contribution per active participant$1,226
Average account balance$53,722
Benefits paid to participants$12,873,628
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.1M · 2,422 accts · $2.3M emplr
2023$115.7M · 2,431 accts · $5.2M emplr
2022$91.9M · 2,424 accts · $7.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$271,879
Total administrative$271,879
Employer contributions to the St. Peters Health plan · 2024
Employer contribution per active participant$1,226
Median for plans this size$3,635
2024$1,226 per active participant
2023$2,779 per active participant
2022$3,644 per active participant

St. Peters Health's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$271,879
WILSHIRE ADVISORS 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 history3
2024$271,879 · 0.22%
2023$279,825 · 0.27%
2022$228,639 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Billings Clinic MT$594.8M
Logan Health MT$500.4M · 0.14%
Great Falls Clinic MT$40.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810233121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.