Plan Ledger DOL Form 5500 · updated monthly

Retail Services Wis Corporation401(k)

THE W. I. S. INTERNATIONAL 401(K) SAVINGS PLAN · LEWISVILLE, TX · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Retail Services Wis Corporation reported $559,664 in plan administrative expenses for 2023: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $890 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 0.49% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other administrative & support services employers. By assets it is the 345th-largest of 5,688 plans among Texas employers on file, and the 84th of 2,534 in administrative & support services. In 2023, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$241,273,548
Participants with balances5,760
Active participants4,548
Employer contributions$4,049,861
Employee contributions$13,995,604
Employer contribution per active participant$890
Average account balance$41,888
Benefits paid to participants$24,022,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$180.6M · 3,303 accts · $2.8M emplr
2023$241.3M · 5,760 accts · $4.0M emplr
2022$213.8M · 5,704 accts · $3.5M emplr
The Retail Services Wis Corporation 401(k) match · 2023
Employer contribution per active participant$890
Median for plans this size$3,659
2024$1,456 per active participant
2023$890 per active participant
2022$747 per active participant

Retail Services Wis Corporation's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$402,677
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$79,601
RESOURCES INVEST ADVISORS LLC · Investment advisory (plan)$76,633
CROWE LLP$15,854

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$628,107 · 0.30%
2023$559,664 · 0.25%
2022$605,560 · 0.49%
Same employer
Similar plansAdministrative & Support Services · Texas
Pantexas Deterrence, LLC TX$625.4M · 0.08%
Questco Holdings, Inc. TX$441.6M · 0.72%
Resourcing Edge I, LLC TX$321.3M · 0.49%
Employer Flexible TX$215.0M · 0.99%
MB2 Dental Solutions TX$169.6M · 0.09%
Iss Facility Services, Inc. TX$106.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821186785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.