Plan Ledger DOL Form 5500 · updated monthly

The Women S Welsh Club of Amer401(k)

THE WOMEN S WELSH CLUB OF AMER 401(K) PROFIT SHARING PLAN & TRUST · ROCKY RIVER, OH · plan year 2022

Reported admin expense ratio · 2022
0.97%

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

The Women S Welsh Club of Amer reported $9,180 in plan administrative expenses for 2022: 0.97% of average plan assets, above the peer median. Employer contributions averaged $1,269 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,165th of 3,295), and 10,930th of 11,911 in health care & social assistance. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$965,511
Participants with balances86
Active participants80
Employer contributions$101,530
Employee contributions$186,234
Employer contribution per active participant$1,269
Average account balance$11,227
Benefits paid to participants$72,657
Plan auditUnmodified (clean) audit opinion
AuditorRW CORWIN & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,539
Investment management$4,641
Total administrative$9,180
The The Women S Welsh Club of Amer 401(k) match · 2022
Employer contribution per active participant$1,269
Median for plans this size$331

The Women S Welsh Club of Amer's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,180 · 0.97%
Similar plansHealth Care & Social Assistance · Ohio
Help Foundation, Inc. OH$1.1M · 0.53%
Multi-Care Services, Inc. OH$995K · 1.16%
East Ohio Hospital LLC OH$915K · 1.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340718413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.