Plan Ledger DOL Form 5500 · updated monthly

The J.G. Wentworth Company, LLC401(k)

THE J.G. WENTWORTH COMPANY 401(K) PLAN · CHESTERBROOK, PA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

The J.G. Wentworth Company, LLC reported $138,910 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,972 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 0.43% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 790th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,664th of 4,798 in finance & insurance. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 480 to 788 since 2022.

Plan summary
Net assets, end of year$50,076,682
Participants with balances893
Active participants788
Employer contributions$1,554,022
Employee contributions$4,299,541
Employer contribution per active participant$1,972
Average account balance$56,077
Benefits paid to participants$3,029,586
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$50.1M · 893 accts · $1.6M emplr
2023$40.3M · 766 accts · $1.4M emplr
2022$32.2M · 744 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,660
Investment management$50,000
Audit (IQPA)$17,250
Total administrative$138,910
The The J.G. Wentworth Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,972
Median for plans this size$2,416
2024$1,972 per active participant
2023$3,065 per active participant
2022$2,363 per active participant

The J.G. Wentworth Company, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$71,660
LPL FINANCIAL LLC · Investment advisory (plan)$50,000
HERBEIN + CO., INC. · Accounting / audit$17,250

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$138,910 · 0.31%
2023$127,743 · 0.35%
2022$145,688 · 0.43%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Highway to Health, Inc. PA$51.9M · 0.20%
Mid Penn Bank PA$51.9M · 0.10%
Orrstown Bank PA$51.7M · 0.04%
Berwind Corporation PA$48.6M · 0.00%
Ameriserv Financial PA$48.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452961295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.