Plan Ledger DOL Form 5500 · updated monthly

Wilderness Hotel & Resort, Inc.401(k)

WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN · WISCONSIN DELLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Wilderness Hotel & Resort, Inc. reported $124,571 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $872 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 0.61% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 828th-largest of 1,936 plans among Wisconsin employers on file, and the 284th of 2,240 in accommodation & food services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 780 to 937 since 2022.

Plan summary
Net assets, end of year$21,245,683
Participants with balances47
Active participants937
Employer contributions$816,804
Employee contributions$1,484,797
Employer contribution per active participant$872
Average account balance$452,036
Benefits paid to participants$970,721
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 47 accts · $817K emplr
2023$17.4M · $754K emplr
2022$13.8M · 516 accts · $746K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,571
Total administrative$124,571
The Wilderness Hotel & Resort, Inc. 401(k) match · 2024
Employer contribution per active participant$872
Median for plans this size$2,416
2024$872 per active participant
2023$878 per active participant
2022$957 per active participant

Wilderness Hotel & Resort, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$114,631
PREMIER RETIREMENT PARTNERS · Recordkeeping$9,940

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

Recordkeeper by year2
2024John Hancock, PREMIER RETIREMENT PARTNERS
2023John Hancock, PREMIER RETIREMENT PARTNERS

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

Administrative cost history3
2024$124,571 · 0.64%
2023$99,989 · 0.64%
2022$89,353 · 0.61%
Same employer
Similar plansAccommodation & Food Services · Wisconsin
The Marcus Corporation WI$125.4M · 0.15%
Fsi, Inc. WI$8.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391804611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.