Plan Ledger DOL Form 5500 · updated monthly

John Michael Kohler Arts Center, Inc.403(b)

JOHN MICHAEL KOHLER ARTS CENTER 403(B) PLAN · SHEBOYGAN, WI · plan year 2022

Reported admin expense ratio · 2022
1.14%

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

John Michael Kohler Arts Center, Inc. reported $26,913 in plan administrative expenses for 2022: 1.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $381 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Wisconsin (1,819th of 1,936), and 1,130th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $5.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,246,667
Participants with balances84
Active participants94
Employer contributions$35,811
Employee contributions$203,849
Employer contribution per active participant$381
Average account balance$26,746
Benefits paid to participants$49,217
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,913
Total administrative$26,913
The John Michael Kohler Arts Center, Inc. 401(k) match · 2022
Employer contribution per active participant$381
Median for plans this size$1,114

John Michael Kohler Arts Center, Inc.'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$26,913 · 1.14%
Similar plansArts, Entertainment & Recreation · Wisconsin
Argent Companies, Inc. WI$1.5M · 1.12%
Milwaukee Ballet WI$1.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391085180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.