Plan Ledger DOL Form 5500 · updated monthly

Vista Grande Villa403(b)

VISTA GRANDE VILLA RETIREMENT PLAN · JACKSON, MI · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Vista Grande Villa reported $2,993 in plan administrative expenses for 2022: 0.54% of average plan assets, below the peer median. Employer contributions averaged $46 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Michigan (2,544th of 2,619), and 11,339th of 11,911 in health care & social assistance. In 2022, employees put in $4.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$517,443
Participants with balances85
Active participants152
Employer contributions$6,985
Employee contributions$33,078
Employer contribution per active participant$46
Average account balance$6,088
Benefits paid to participants$59,550
Plan auditUnmodified (clean) audit opinion
AuditorREHMANN ROBSON
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,993
Total administrative$2,993
Employer contributions to the Vista Grande Villa plan · 2022
Employer contribution per active participant$46
Median for plans this size$331

Vista Grande Villa's 2022 employer contribution ran below the $331 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$2,993 · 0.54%
Similar plansHealth Care & Social Assistance · Michigan
Lakeland Services, Inc. MI$646K · 1.13%
Family Tree Care MI$561K · 2.32%
Mercy Plus MI$436K · 5.27%
Smart Start Corporation MI$414K · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381941267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.