Plan Ledger DOL Form 5500 · updated monthly

Milwaukee Ballet403(b)

MILWAUKEE BALLET COMPANY 403(B) SAVINGS PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Milwaukee Ballet reported $4,039 in plan administrative expenses for 2022: 0.29% of average plan assets, below the peer median. Employer contributions averaged $263 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 (1,876th of 1,936), and 1,201st of 1,311 in arts, entertainment & recreation. In 2022, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,294,200
Participants with balances73
Active participants109
Employer contributions$28,641
Employee contributions$90,617
Employer contribution per active participant$263
Average account balance$17,729
Benefits paid to participants$113,548
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH LLP
The Milwaukee Ballet 401(k) match · 2022
Employer contribution per active participant$263
Median for plans this size$1,114

Milwaukee Ballet'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$4,039 · 0.29%
Similar plansArts, Entertainment & Recreation · Wisconsin
Argent Companies, Inc. WI$1.5M · 1.12%
Bald Head Island Club NC$1.4M · 0.11%
On Stage Enterprises, LLC NV$1.3M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391134735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.