Plan Ledger DOL Form 5500 · updated monthly

Waterworks Aquatics401(k)

WATERWORKS AQUATICS RETIREMENT PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
1.10%

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

Waterworks Aquatics reported $19,887 in plan administrative expenses for 2022: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $141 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (8,480th of 9,483), and 1,173rd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,630,732
Participants with balances70
Active participants399
Employer contributions$56,146
Employee contributions$100,506
Employer contribution per active participant$141
Average account balance$23,296
Benefits paid to participants$31,726
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,887
Total administrative$19,887
The Waterworks Aquatics 401(k) match · 2022
Employer contribution per active participant$141
Median for plans this size$1,114

Waterworks Aquatics's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$19,887 · 1.10%
Similar plansArts, Entertainment & Recreation · California
Club One Casino, Inc. CA$1.8M · 1.06%
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Riser Fitness CA$1.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562362935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.