Plan Ledger DOL Form 5500 · updated monthly

Wu Yee Children's Services403(b)

WU YEE CHILDREN'S SERVICES 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Wu Yee Children's Services reported $63,794 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $15,938 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 0.20% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,453rd-largest of 9,483 plans among California employers on file, and the 2,538th of 11,911 in health care & social assistance. In 2024, the employer put in $2.26 for every $1.00 employees contributed themselves; active participation has grown from 248 to 283 since 2022.

Plan summary
Net assets, end of year$33,834,688
Participants with balances454
Active participants283
Employer contributions$4,510,585
Employee contributions$1,992,116
Employer contribution per active participant$15,938
Average account balance$74,526
Benefits paid to participants$590,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 454 accts · $4.5M emplr
2023$24.4M · 440 accts · $3.2M emplr
2022$16.6M · 439 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,794
Total administrative$63,794
Employer contributions to the Wu Yee Children's Services plan · 2024
Employer contribution per active participant$15,938
Median for plans this size$2,416
2024$15,938 per active participant
2023$12,524 per active participant
2022$9,507 per active participant

Wu Yee Children's Services'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 · 20242
AMERICAN UNITED LIFE INSURANCE CO. · Recordkeeping · Loan processing$1,684
GLOBAL RETIREMENT PARTNERS · Consultingindirect 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
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,794 · 0.22%
2023$43,807 · 0.21%
2022$33,366 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · California
By the Bay Health CA$34.2M · 0.05%
MD Imaging Inc. CA$33.1M · 0.29%
International Medical Corps CA$32.9M · 0.11%
Sbcs CA$32.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942387002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.