Plan Ledger DOL Form 5500 · updated monthly

Worldatwork401(k)

WORLDATWORK RETIREMENT PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Worldatwork reported $51,134 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,838 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 0.28% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 438th-largest of 1,285 plans among Arizona employers on file, and the 1,273rd of 3,341 in other services. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,400,599
Participants with balances111
Active participants73
Employer contributions$353,162
Employee contributions$814,777
Employer contribution per active participant$4,838
Average account balance$138,744
Benefits paid to participants$2,269,409
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 111 accts · $353K emplr
2023$14.6M · 119 accts · $321K emplr
2022$12.2M · 123 accts · $297K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,935
Investment management$48,199
Total administrative$51,134
The Worldatwork 401(k) match · 2024
Employer contribution per active participant$4,838
Median for plans this size$2,416
2024$4,838 per active participant
2023$4,169 per active participant
2022$4,303 per active participant

Worldatwork's 2024 employer contribution ran above the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$27,919
ADP, INC. · Loan processing · Recordkeeping$2,935
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$51,134 · 0.34%
2023$26,178 · 0.20%
2022$39,061 · 0.28%
Similar plansOther Services · Arizona
Make-A-Wish Foundation AZ$22.6M · 0.38%
Food for the Hungry, Inc. AZ$18.4M · 0.28%
Ipro Tech, LLC AZ$13.7M · 0.23%
Beacon Group, Inc. AZ$12.8M · 0.83%
Dillon Aero, Inc. AZ$11.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 316054097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.