Plan Ledger DOL Form 5500 · updated monthly

Far Western Anthropological Research Group, Inc.401(k)

FAR WESTERN ANTHROPOLOGICAL RESEARCH GROUP INC 401(K) PROFIT SHARING PLAN · DAVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Far Western Anthropological Research Group, Inc. reported $32,543 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,251 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 2 years on file its reported administrative ratio rose from 0.14% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,559th-largest of 9,483 plans among California employers on file, and the 5,456th of 11,654 in professional & technical services. In 2024, employees put in $4.05 for every $1.00 the employer contributed; active participation has shrunk from 189 to 160 since 2022.

Plan summary
Net assets, end of year$20,568,485
Participants with balances226
Active participants160
Employer contributions$200,143
Employee contributions$810,273
Employer contribution per active participant$1,251
Average account balance$91,011
Benefits paid to participants$3,503,056
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 226 accts · $200K emplr
2023$20.5M · 211 accts · $400K emplr
2022$16.6M · 199 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,125
Investment management$6,303
Audit (IQPA)$25,115
Total administrative$32,543
The Far Western Anthropological Research Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,251
Median for plans this size$2,416
2024$1,251 per active participant
2023$2,422 per active participant

Far Western Anthropological Research Group, Inc.'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
LEE CPA AUDIT GROUP · Accounting / auditindirect comp
NH HICKS · Contract administratorindirect comp

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

Administrative cost history3
2024$32,543 · 0.16%
2023$14,715 · 0.08%
2022$21,639 · 0.14%
Similar plansProfessional & Technical Services · California
Conviva Inc. CA$20.7M · 0.56%
Shifamed, LLC CA$20.7M · 0.24%
Mullen & Filippi, LLP CA$20.5M · 0.27%
Moebius Solutions, Inc. CA$20.4M · 0.43%
Science 37, Inc. CA$20.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942601852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.