Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Women's Business Initiative Corp403(b)

WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP TAX DEFERRED ANNUITY PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
1.19%

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

Wisconsin Women's Business Initiative Corp reported $29,431 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,296 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,791st of 1,936), and 10,662nd of 11,654 in professional & technical services. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,664,314
Participants with balances135
Active participants53
Employer contributions$174,667
Employee contributions$270,474
Employer contribution per active participant$3,296
Average account balance$19,736
Benefits paid to participants$315,228
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,431
Total administrative$29,431
Employer contributions to the Wisconsin Women's Business Initiative Corp plan · 2024
Employer contribution per active participant$3,296
Median for plans this size$1,313

Wisconsin Women's Business Initiative Corp's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
LINCOLN NATIONAL CORPORATION · Contract administrator$29,432
GLOBAL RETIREMENT PARTNERS, LLP · Investment advisory (plan)$7,266

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

Administrative cost history1
2024$29,431 · 1.19%
Similar plansProfessional & Technical Services · Wisconsin
Aia Corporation WI$3.8M · 0.71%
Marcus Investments, LLC WI$3.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391597954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.