Plan Ledger DOL Form 5500 · updated monthly

The Medical College of Wisconsin, Inc.403(b)

THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Medical College of Wisconsin, Inc. reported $1,009,155 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $8,383 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 0.02% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 10th-largest of 1,936 plans among Wisconsin employers on file, and the 24th of 3,091 in educational services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,596,857,221
Participants with balances8,886
Active participants6,844
Employer contributions$57,370,183
Employee contributions$88,474,358
Employer contribution per active participant$8,383
Average account balance$292,241
Benefits paid to participants$192,817,964
Plan auditUnmodified (clean) audit opinion
AuditorCOLEMAN & WILLIAMS, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$2.6B · 8,886 accts · $57.4M emplr
2023$2.3B · 8,830 accts · $52.6M emplr
2022$2.0B · 8,557 accts · $49.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$638,125
Investment management$371,030
Total administrative$1,009,155
Employer contributions to the The Medical College of Wisconsin, Inc. plan · 2024
Employer contribution per active participant$8,383
Median for plans this size$5,259
2024$8,383 per active participant
2023$7,741 per active participant
2022$7,465 per active participant

The Medical College of Wisconsin, Inc.'s 2024 employer contribution ran above the $5,259 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 · 202412
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$614,740
FIDELITY INVESTMENTS INSTITUTIONAL · Recordkeeping$15,577
TIAA · Recordkeeping$5,003
WEALTHSPIRE ADVISORS, LLC · Securities brokerage$71,413
WFA ASSET MANAGEMENT CORP · Securities brokerage$53,349
LARSON FINANCIAL GROUP LLC · Securities brokerage$49,253
WEALTH ENHANCEMENT ADVISORY SE · Securities brokerage$31,053
CREATIVE PLANNING, LLC · Securities brokerage$27,391
ELLENBECKER INVESTMENT · Securities brokerage$18,540
THE MILWEALTH GROUP LLC · Securities brokerage$18,074
BLACKHAWK CAPITAL PARTNERS, LLC · Securities brokerage$16,272
LANDAAS & COMPANY · Securities brokerage$15,844

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

Recordkeeper by year2
2024Fidelity, TIAA, Transamerica
2023Fidelity, Transamerica

This plan has changed recordkeepers within these filings. If you left The Medical College of Wisconsin, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,009,155 · 0.04%
2023$582,666 · 0.03%
2022$460,644 · 0.02%
Same employer
Similar plansEducational Services · Wisconsin
Northeastern University MA$2.6B · 0.01%
Vanderbilt University TN$2.5B · 0.03%
Georgetown University DC$2.5B · 0.01%
Princeton University NJ$2.4B · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.