Plan Ledger DOL Form 5500 · updated monthly

Wiley Management, Inc.401(k)

WILEY MANAGEMENT, INC. 401(K) PLAN · EPSOM, NH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Wiley Management, Inc. reported $1,900 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $493 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 fell from 0.09% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New Hampshire (358th of 411), and 1,225th of 2,240 in accommodation & food services. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 258 to 409 since 2022.

Plan summary
Net assets, end of year$2,904,975
Participants with balances151
Active participants409
Employer contributions$201,459
Employee contributions$232,370
Employer contribution per active participant$493
Average account balance$19,238
Benefits paid to participants$255,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 151 accts · $201K emplr
2023$2.4M · 151 accts · $202K emplr
2022$1.7M · 146 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,900
Total administrative$1,900
The Wiley Management, Inc. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$493 per active participant
2022$764 per active participant

Wiley Management, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$1,900 · 0.07%
2023$1,175 · 0.06%
2022$1,582 · 0.09%
Same employer
Similar plansAccommodation & Food Services · New Hampshire
Cafe Services, Inc. NH$12.5M · 0.90%
Great American Dining NH$9.1M · 0.61%
The Napoli Group, LLC NH$7.2M · 0.88%
Roedel Companies, LLC NH$4.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020437733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.