Plan Ledger DOL Form 5500 · updated monthly

San Diego Zoo Wildlife Alliance403(b)

SAN DIEGO ZOO WILDLIFE ALLIANCE 403(B) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

San Diego Zoo Wildlife Alliance reported $255,735 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,718 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 0.148%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 598th-largest of 9,483 plans among California employers on file, and the 54th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$185,516,298
Participants with balances2,793
Active participants3,042
Employer contributions$5,226,085
Employee contributions$9,752,845
Employer contribution per active participant$1,718
Average account balance$66,422
Benefits paid to participants$11,841,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$185.5M · 2,793 accts · $5.2M emplr
2023$160.9M · 2,698 accts · $4.9M emplr
2022$134.8M · 2,488 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$210,806
Investment management$44,929
Total administrative$255,735
Employer contributions to the San Diego Zoo Wildlife Alliance plan · 2024
Employer contribution per active participant$1,718
Median for plans this size$3,635
2024$1,718 per active participant
2023$1,628 per active participant
2022$1,441 per active participant

San Diego Zoo Wildlife Alliance's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$210,806
MEKETA INVESTMENT GROUP INC · Investment advisory (plan)$44,929

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

Administrative cost history3
2024$255,735 · 0.15%
2023$251,308 · 0.17%
2022$222,629 · 0.15%
Same employer
Similar plansArts, Entertainment & Recreation · California
The J. Paul Getty Trust CA$271.5M · 0.04%
United Talent Agency LLC CA$164.9M · 0.15%
Cache Creek Casino Resort CA$127.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951648219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.