Plan Ledger DOL Form 5500 · updated monthly

Stonehill Franciscan Services401(k)

STONEHILL FRANCISCAN SERVICES 401(K) RETIREMENT PLAN · DUBUQUE, IA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Stonehill Franciscan Services reported $50,277 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $811 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 rose from 0.25% to 0.44%. 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 among the smaller plans on file in Iowa (546th of 878), and the 5,238th of 11,911 in health care & social assistance. In 2024, employees put in $3.43 for every $1.00 the employer contributed; active participation has grown from 251 to 294 since 2022.

Plan summary
Net assets, end of year$11,703,371
Participants with balances377
Active participants294
Employer contributions$238,502
Employee contributions$817,271
Employer contribution per active participant$811
Average account balance$31,043
Benefits paid to participants$1,842,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 377 accts · $239K emplr
2023$11.2M · 339 accts · $251K emplr
2022$9.3M · 373 accts · $255K emplr
The Stonehill Franciscan Services 401(k) match · 2024
Employer contribution per active participant$811
Median for plans this size$2,416
2024$811 per active participant
2023$961 per active participant
2022$1,016 per active participant

Stonehill Franciscan Services'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 · 20241
AMERICAN TRUST COMPANY · Recordkeeping · Consulting$50,227

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$50,277 · 0.44%
2023$31,701 · 0.31%
2022$22,027 · 0.25%
Similar plansHealth Care & Social Assistance · Iowa
Mainstream Living, Inc IA$13.3M · 0.04%
Kimball & Beecher Group LLC IA$11.9M · 0.23%
Balance Autism IA$11.5M · 0.53%
On With Life, Inc. IA$11.2M · 0.09%
New Hope Village IA$10.8M · 0.54%
Trivium Life Services IA$10.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510141775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.