Plan Ledger DOL Form 5500 · updated monthly

Wildwood Programs403(b)

WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM · LATHAM, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Wildwood Programs reported $10,875 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,696 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 0.019% to 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,477th-largest of 5,648 plans among New York employers on file, and the 1,000th of 3,091 in educational services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 1,072 to 1,195 since 2022.

Plan summary
Net assets, end of year$44,938,621
Participants with balances1,425
Active participants1,195
Employer contributions$2,026,861
Employee contributions$1,716,110
Employer contribution per active participant$1,696
Average account balance$31,536
Benefits paid to participants$10,374,845
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGET BARR & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.9M · 1,425 accts · $2.0M emplr
2023$44.4M · 1,280 accts · $1.8M emplr
2022$33.5M · 1,267 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,875
Audit (IQPA)$6,000
Total administrative$10,875
Employer contributions to the Wildwood Programs plan · 2024
Employer contribution per active participant$1,696
Median for plans this size$2,416
2024$1,696 per active participant
2023$1,565 per active participant
2022$1,265 per active participant

Wildwood Programs's 2024 employer contribution ran below the $2,416 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 · 20242
MMB&CO · Accounting / audit$6,000

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

Administrative cost history3
2024$10,875 · 0.02%
2023$14,975 · 0.04%
2022$7,350 · 0.02%
Same employer
Similar plansEducational Services · New York
Wells College NY$45.4M · 0.08%
Nichols School of Buffalo NY$45.2M · 0.04%
Roberts Wesleyan University NY$45.0M · 0.27%
Avenues World Holdings, LLC NY$44.9M · 0.36%
Keuka College NY$44.0M · 0.11%
Green Vale School NY$44.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222132752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.