Plan Ledger DOL Form 5500 · updated monthly

J.W. Speaker Corporation401(k)

J.W. SPEAKER CORPORATION 401 (K) PLAN · GERMANTOWN, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

J.W. Speaker Corporation reported $72,191 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,702 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 fell from 0.19% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 427th-largest of 1,936 plans among Wisconsin employers on file, and the 3,214th of 13,661 in manufacturing. In 2024, employees put in $3.34 for every $1.00 the employer contributed; active participation has shrunk from 556 to 471 since 2022.

Plan summary
Net assets, end of year$48,684,048
Participants with balances595
Active participants471
Employer contributions$801,717
Employee contributions$2,673,762
Employer contribution per active participant$1,702
Average account balance$81,822
Benefits paid to participants$2,125,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.7M · 595 accts · $802K emplr
2023$41.5M · 672 accts · $907K emplr
2022$33.2M · 638 accts · $853K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,191
Total administrative$72,191
The J.W. Speaker Corporation 401(k) match · 2024
Employer contribution per active participant$1,702
Median for plans this size$2,416
2024$1,702 per active participant
2023$1,692 per active participant
2022$1,534 per active participant

J.W. Speaker Corporation'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 · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$72,191
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$72,191 · 0.16%
2023$60,694 · 0.16%
2022$67,552 · 0.19%
Same employer
Similar plansManufacturing · Wisconsin
Prent Corporation WI$49.4M · 0.23%
United Stars, Inc. WI$49.3M · 0.03%
Gilson, Inc. WI$49.0M · 0.06%
Arandell Corporation WI$48.4M · 0.28%
Prolec-Ge Waukesha, Inc. WI$48.4M · 0.23%
Country Visions Cooperative WI$48.0M · 0.41%
Wolter, Inc. WI$48.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390626040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.