Plan Ledger DOL Form 5500 · updated monthly

The Wistar Institute of Anatomy and Biology403(b)

THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Wistar Institute of Anatomy and Biology reported $72,659 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,414 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 0.061%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 405th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,229th of 11,654 in professional & technical services. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$125,455,512
Participants with balances912
Active participants308
Employer contributions$2,591,610
Employee contributions$1,815,428
Employer contribution per active participant$8,414
Average account balance$137,561
Benefits paid to participants$8,025,114
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.5M · 912 accts · $2.6M emplr
2023$113.5M · 868 accts · $2.3M emplr
2022$99.7M · 872 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,761
Investment management$16,898
Total administrative$72,659
Employer contributions to the The Wistar Institute of Anatomy and Biology plan · 2024
Employer contribution per active participant$8,414
Median for plans this size$3,635
2024$8,414 per active participant
2023$7,345 per active participant
2022$6,827 per active participant

The Wistar Institute of Anatomy and Biology's 2024 employer contribution ran above the $3,635 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 · 20244
TIAA · Claims processing · Recordkeeping$52,761
VANGUARD · Claims processing · Recordkeeping$2,640
FIDELITY INVST INST OP CO, INC. · Claims processing · Recordkeeping$360
CAPFINANCIAL PARTNERS, LLC · Investment management$16,898

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, Vanguard
2023Fidelity, TIAA, Vanguard

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

Administrative cost history3
2024$72,659 · 0.06%
2023$66,024 · 0.06%
2022$62,727 · 0.06%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 236434390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.