Plan Ledger DOL Form 5500 · updated monthly

Wgbh Educational Foundation403(b)

THE WGBH EDUCATIONAL FOUNDATION RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Wgbh Educational Foundation reported $308,243 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $2,958 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 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 152nd-largest of 2,726 plans among Massachusetts employers on file, and the 157th of 3,091 in educational services. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has shrunk from 1,129 to 896 since 2022.

Plan summary
Net assets, end of year$361,251,333
Participants with balances1,805
Active participants896
Employer contributions$2,650,198
Employee contributions$6,803,397
Employer contribution per active participant$2,958
Average account balance$200,139
Benefits paid to participants$20,997,411
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$361.3M · 1,805 accts · $2.7M emplr
2023$327.0M · 1,805 accts · $2.5M emplr
2022$287.2M · 1,866 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$247,043
Investment management$38,000
Total administrative$308,243
Employer contributions to the Wgbh Educational Foundation plan · 2024
Employer contribution per active participant$2,958
Median for plans this size$4,294
2024$2,958 per active participant
2023$2,933 per active participant
2022$2,125 per active participant

Wgbh Educational Foundation's 2024 employer contribution ran below the $4,294 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 · 20244
FIDELITY INVESTMENT INST. OPERATION · Recordkeeping$190,253
TIAA-CREF · Recordkeeping · Loan processing$56,790
ONE DIGITAL INVESTMENT ADVISOR · Consulting · Investment management$38,000
CARON & BLETZER · Legal$23,200

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
2023Fidelity, TIAA

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

Administrative cost history3
2024$308,243 · 0.09%
2023$375,328 · 0.12%
2022$49,888 · 0.02%
Same employer
Similar plansEducational Services · Massachusetts
Clark University MA$377.6M · 0.06%
Trustees of Phillips Academy MA$349.0M · 0.06%
Emerson College MA$270.8M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042104397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.