Plan Ledger DOL Form 5500 · updated monthly

Wvu Dental Corporation403(b)

WVU DENTAL CORP 403(B) PLAN · MORGANTOWN, WV · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Wvu Dental Corporation reported $5,661 in plan administrative expenses for 2023: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,455 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 1 year on file its reported administrative ratio fell from 0.142% to 0.135%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in West Virginia (200th of 265), and 8,257th of 11,911 in health care & social assistance. In 2023, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,437,808
Participants with balances37
Active participants37
Employer contributions$53,845
Employee contributions$160,903
Employer contribution per active participant$1,455
Average account balance$119,941
Benefits paid to participants$291,044
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.4M · 37 accts · $54K emplr
2022$3.9M · 41 accts · $53K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,661
Total administrative$5,661
Employer contributions to the Wvu Dental Corporation plan · 2023
Employer contribution per active participant$1,455
Median for plans this size$1,308
2023$1,455 per active participant
2022$1,436 per active participant

Wvu Dental Corporation's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FID INV INST OPS CO · Loan processing$5,661

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

Administrative cost history2
2023$5,661 · 0.14%
2022$6,184 · 0.14%
Similar plansHealth Care & Social Assistance · West Virginia
Webster Memorial Hospital WV$4.5M · 0.12%
Psi-Med, Inc. WV$4.4M · 0.71%
Davis Health System, Inc. WV$4.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550524309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.