Plan Ledger DOL Form 5500 · updated monthly

Seattle Theatre Group403(b)

SEATTLE THEATRE GROUP RETIREMENT SAVINGS PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Seattle Theatre Group reported $13,011 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,793 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 0.15% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Washington (1,044th of 1,714), and 663rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 138 to 124 since 2022.

Plan summary
Net assets, end of year$10,519,781
Participants with balances115
Active participants124
Employer contributions$346,391
Employee contributions$513,596
Employer contribution per active participant$2,793
Average account balance$91,476
Benefits paid to participants$371,577
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 115 accts · $346K emplr
2023$8.8M · 109 accts · $209K emplr
2022$7.0M · 92 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,011
Total administrative$13,011
Employer contributions to the Seattle Theatre Group plan · 2024
Employer contribution per active participant$2,793
Median for plans this size$1,313
2024$2,793 per active participant
2023$1,482 per active participant
2022$2,350 per active participant

Seattle Theatre Group's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
NWPS · Recordkeeping · Consulting$13,009

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$13,011 · 0.13%
2023$11,032 · 0.14%
2022$11,696 · 0.15%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 943130227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.