Plan Ledger DOL Form 5500 · updated monthly

Seattle Aquarium Society403(b)

SEATTLE AQUARIUM SOCIETY 403(B) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Seattle Aquarium Society reported $78,165 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,289 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 rose from 0.40% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Washington (867th of 1,714), and the 532nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 209 to 259 since 2022.

Plan summary
Net assets, end of year$14,450,459
Participants with balances293
Active participants259
Employer contributions$592,800
Employee contributions$1,310,992
Employer contribution per active participant$2,289
Average account balance$49,319
Benefits paid to participants$1,891,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 293 accts · $593K emplr
2023$12.8M · 265 accts · $542K emplr
2022$10.4M · 222 accts · $412K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,848
Investment management$23,317
Total administrative$78,165
Employer contributions to the Seattle Aquarium Society plan · 2024
Employer contribution per active participant$2,289
Median for plans this size$2,416
2024$2,289 per active participant
2023$2,432 per active participant
2022$1,970 per active participant

Seattle Aquarium Society's 2024 employer contribution ran below the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,847
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$11,912
TRUTINA FINANCIAL · Investment advisory (plan)$11,398
FLEX-PLAN RETIREMENT SERVICES, INC. · Other servicesindirect comp

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$78,165 · 0.57%
2023$47,860 · 0.41%
2022$42,829 · 0.40%
Same employer
Similar plansArts, Entertainment & Recreation · Washington
Washington Athletic Club WA$16.4M · 0.36%
Museum of Flight Foundation WA$14.6M · 0.23%
Seattle Hockey Partners LLC WA$10.9M · 0.10%
Seattle Soccer LLC WA$10.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911189249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.