Plan Ledger DOL Form 5500 · updated monthly

Vivie401(k)

VIVIE RETIREMENT SAVINGS PLAN · ALEXANDRIA, MN · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Vivie reported $141,861 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $567 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 920th-largest of 1,918 plans among Minnesota employers on file, and the 3,818th of 11,911 in health care & social assistance. In 2024, employees put in $4.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,066,781
Participants with balances994
Active participants749
Employer contributions$424,818
Employee contributions$1,915,629
Employer contribution per active participant$567
Average account balance$19,182
Benefits paid to participants$4,495,151
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,863
Investment management$25,139
Total administrative$141,861
The Vivie 401(k) match · 2024
Employer contribution per active participant$567
Median for plans this size$2,416

Vivie'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 · 20242
MMA SECURITIES LLC · Investment advisory (plan)$25,139

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

Administrative cost history1
2024$141,861 · 0.75%
Similar plansHealth Care & Social Assistance · Minnesota
Walker Methodist MN$19.4M · 0.55%
Mobe LLC MN$18.3M · 0.42%
Cerenity Senior Care MN$18.3M · 0.05%
Radias Health MN$18.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 932544465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.