Plan Ledger DOL Form 5500 · updated monthly

The Sisters of St. Francis, Colorado Springs, Inc.401(k)

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST · COLORADO SPRINGS, CO · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

The Sisters of St. Francis, Colorado Springs, Inc. reported $15,959 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $874 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,027th of 1,461), and 7,674th of 11,911 in health care & social assistance. In 2022, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,420,125
Participants with balances95
Active participants143
Employer contributions$125,001
Employee contributions$309,691
Employer contribution per active participant$874
Average account balance$57,054
Benefits paid to participants$408,209
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN AND CO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,850
Investment management$13,109
Total administrative$15,959
The The Sisters of St. Francis, Colorado Springs, Inc. 401(k) match · 2022
Employer contribution per active participant$874
Median for plans this size$1,114

The Sisters of St. Francis, Colorado Springs, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,959 · 0.27%
Similar plansHealth Care & Social Assistance · Colorado
West Central, Inc CO$5.6M · 0.07%
Cgpp Management LLC CO$5.4M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840405261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.