Retirement plan

WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION 403(B) DC PLAN

Name: WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION - WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION 403(B) DC PLAN (2025) Form 5500
Creator: WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION 403(B) DC PLAN, WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION

WASC SENIOR COLLEGE AND UNIVERSITY COMMISSIONEIN 46-2847593Plan #001PY 2025

1080 MARINA VILLAGE PARKWAY, SUITE 500 - ALAMEDA, CA 94501510-748-9001wscuc.orgLinkedIn11-50 employeeshigher education

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.7M

+18.4% from 2024

Total participants

-1.6% from 2024

Average account balance

$262,287

+14.5% from 2024

Annual return

13.65%

+2.10 pp from 2024

Benchmarks

See 3,018 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,018 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$262K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

153.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$862K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3827

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$230K

$5887 / participant

Other / not subdivided$230K100.0%

% of EOY assets

1.459%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$262,287

$48,011+446.3%

$63,803+311.1%

$82,637+217.4%

Participation rate

100.0%

66.6%+33.4pp

72.7%+27.3pp

68.1%+31.9pp

Annual return

13.65%

19.84%-6.2pp

543.72%-530.1pp

53.51%-39.9pp

Employer contribution / active EE

$13,415

$1,904+604.7%

$2,532+429.7%

$2,552+425.6%

Participant deferral / active EE

$8,691

$2,846+205.3%

$3,843+126.2%

$4,126+110.6%

Admin fee / account holder

$3,827

$3,873-1.2%

$5,196-26.4%

$7,339-47.9%

WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion