Plan Ledger DOL Form 5500 · updated monthly

University Village Retirement Community LLC401(k)

UNIVERSITY VILLAGE RETIREMENT COMMUNITY, LLC 401(K) RETIREMENT PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

University Village Retirement Community LLC reported $1,510 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $171 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 Oklahoma (662nd of 724), and 10,505th of 11,911 in health care & social assistance. In 2022, employees put in $6.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,452,001
Participants with balances82
Active participants138
Employer contributions$23,540
Employee contributions$153,033
Employer contribution per active participant$171
Average account balance$17,707
Benefits paid to participants$283,349
Plan auditUnmodified (clean) audit opinion
AuditorBRISCOE, BURKE & GRIGSBY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,510
Total administrative$1,510
The University Village Retirement Community LLC 401(k) match · 2022
Employer contribution per active participant$171
Median for plans this size$1,114

University Village Retirement Community LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,510 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Catalyst Dental LLC OK$2.0M · 1.57%
Diakonos Group, LLC OK$1.8M · 0.81%
A New Leaf, Inc. OK$1.2M · 0.07%
Maric Healthcare, LLC OK$1.1M · 1.95%
Positive Changes OK$937K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371622521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.