Plan Ledger DOL Form 5500 · updated monthly

Wts Paradigm, LLC401(k)

WTS PARADIGM DEFERRED SAVINGS PLAN · MIDDLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Wts Paradigm, LLC reported $115,919 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,013 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 0.42% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 502nd-largest of 1,936 plans among Wisconsin employers on file, and the 3,346th of 11,654 in professional & technical services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 383 to 523 since 2022.

Plan summary
Net assets, end of year$39,274,858
Participants with balances570
Active participants523
Employer contributions$1,575,868
Employee contributions$4,359,755
Employer contribution per active participant$3,013
Average account balance$68,903
Benefits paid to participants$1,292,950
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS ADVISORS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 570 accts · $1.6M emplr
2023$29.4M · 515 accts · $1.3M emplr
2022$20.9M · 438 accts · $987K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,230
Investment management$46,689
Total administrative$115,919
The Wts Paradigm, LLC 401(k) match · 2024
Employer contribution per active participant$3,013
Median for plans this size$2,416
2024$3,013 per active participant
2023$2,842 per active participant
2022$2,577 per active participant

Wts Paradigm, LLC's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$69,232
NFP RETIREMENT INC · Investment advisory (plan)$46,689

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$115,919 · 0.34%
2023$101,944 · 0.41%
2022$88,704 · 0.42%
Same employer
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Davis & Kuelthau, S.C. WI$53.9M · 0.21%
Software One, Inc. WI$51.0M · 0.34%
Fetch Rewards, Inc. WI$44.2M · 0.27%
Donohue & Associates Inc WI$39.2M · 0.16%
Ruekert & Mielke, Inc. WI$38.4M · 0.19%
Cma/Flodyne/Hydradyne, Inc. WI$37.8M · 0.38%
McMahon Associates, Inc. WI$37.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201623787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.