Plan Ledger DOL Form 5500 · updated monthly

University of Saint Mary, Inc401(k)

UNIVERSITY OF SAINT MARY 401(K) RETIREMENT SAVINGS PLAN · LEAVENWORTH, KS · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

University of Saint Mary, Inc reported $40,880 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,454 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 1 year on file its reported administrative ratio rose from 0.17% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 400th-largest of 828 plans among Kansas employers on file, and the 349th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,234,840
Participants with balances318
Active participants563
Employer contributions$818,872
Employee contributions$1,127,313
Employer contribution per active participant$1,454
Average account balance$44,764
Benefits paid to participants$1,831,530
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT CHANEY & MCMULLEN
Plan history2
Yearassets · accounts · employer contribution
2024$14.2M · 318 accts · $819K emplr
2023$12.5M · 328 accts · $554K emplr
The University of Saint Mary, Inc 401(k) match · 2024
Employer contribution per active participant$1,454
Median for plans this size$2,416
2024$1,454 per active participant
2023$739 per active participant

University of Saint Mary, 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 · 202412
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$40,880
PIMCO FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
EAGLEASSET · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
JANUS FUNDS · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
ALLIANCE GLOBAL FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history2
2024$40,880 · 0.31%
2023$20,810 · 0.17%
Same employer
Similar plansAgriculture, Forestry & Fishing · Kansas
Servi-Tech, Inc. KS$33.2M · 0.32%
Garden City Co-Op, Inc. KS$11.1M · 0.29%
Syracuse Dairy, LLC KS$9.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480547846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.