Plan Ledger DOL Form 5500 · updated monthly

Accuity Delivery Systems, LLC401(k)

ACCUITY DELIVERY SYSTEMS, LLC 401(K) PLAN · MOUNT LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Accuity Delivery Systems, LLC reported $60,951 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,504 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 0.59% to 0.27%. 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 867th-largest of 2,419 plans among New Jersey employers on file, and the 4,395th of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 356 to 699 since 2022.

Plan summary
Net assets, end of year$27,923,771
Participants with balances561
Active participants699
Employer contributions$2,449,313
Employee contributions$5,403,105
Employer contribution per active participant$3,504
Average account balance$49,775
Benefits paid to participants$2,055,811
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 561 accts · $2.4M emplr
2023$18.0M · 478 accts · $1.7M emplr
2022$10.0M · 285 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,951
Total administrative$60,951
The Accuity Delivery Systems, LLC 401(k) match · 2024
Employer contribution per active participant$3,504
Median for plans this size$2,416
2024$3,504 per active participant
2023$2,921 per active participant
2022$3,248 per active participant

Accuity Delivery Systems, 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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$37,514
USI ADVISORS INC · Investment advisory (plan)$28,538

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$60,951 · 0.27%
2023$50,037 · 0.36%
2022$51,909 · 0.59%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Thermo System LLC NJ$28.4M · 0.17%
Endava Inc. NJ$28.2M · 0.41%
Fi-Tek, LLC NJ$28.1M · 0.08%
Onex Credit Partners, LLC NJ$27.6M · 0.45%
Thomas Scientific, LLC NJ$26.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810781818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.