Plan Ledger DOL Form 5500 · updated monthly

Renaissance Learning, Inc.401(k)

RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN · WISCONSIN RAPIDS, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Renaissance Learning, Inc. reported $563,430 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,405 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 125th-largest of 1,936 plans among Wisconsin employers on file, and the 177th of 2,199 in information & media. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$217,294,058
Participants with balances2,301
Active participants1,753
Employer contributions$7,722,805
Employee contributions$16,617,561
Employer contribution per active participant$4,405
Average account balance$94,435
Benefits paid to participants$22,968,274
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$217.3M · 2,301 accts · $7.7M emplr
2023$189.4M · 2,294 accts · $7.6M emplr
2022$147.6M · 2,289 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,690
Trustee / custodial$543,740
Total administrative$563,430
The Renaissance Learning, Inc. 401(k) match · 2024
Employer contribution per active participant$4,405
Median for plans this size$3,635
2024$4,405 per active participant
2023$4,306 per active participant
2022$3,721 per active participant

Renaissance Learning, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
WOODTRUST BANK · Recordkeeping · Trustee$563,429

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

Recordkeeper by year2
2024WOODTRUST BANK
2023WOODTRUST BANK

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

Administrative cost history3
2024$563,430 · 0.28%
2023$490,984 · 0.29%
2022$437,306 · 0.29%
Same employer
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Springer Nature NY$225.4M · 0.06%
Comporium, Inc. SC$223.5M · 0.05%
Ancestry.com Operations Inc. UT$219.7M · 0.13%
COMPANY3 / Method Inc. CA$216.5M · 0.02%
Nep Broadcasting, LLC PA$216.4M · 0.12%
Block Communications, Inc. OH$210.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391559474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.