Plan Ledger DOL Form 5500 · updated monthly

Accuserve Solutions, Inc.401(k)

ACCUSERVE SOLUTIONS, INC. RETIREMENT PLAN · SPRINGFIELD, OH · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Accuserve Solutions, Inc. reported $63,626 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $924 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 0.00% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Ohio (2,271st of 3,295), and the 1,210th of 2,534 in administrative & support services. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 409 to 500 since 2022.

Plan summary
Net assets, end of year$7,221,624
Participants with balances253
Active participants500
Employer contributions$462,090
Employee contributions$1,354,567
Employer contribution per active participant$924
Average account balance$28,544
Benefits paid to participants$1,439,533
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 253 accts · $462K emplr
2023$5.8M · 245 accts · $405K emplr
2022$3.0M · 241 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,147
Investment management$27,479
Total administrative$63,626
The Accuserve Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$924
Median for plans this size$1,313
2024$924 per active participant
2023$1,059 per active participant
2022$134 per active participant

Accuserve Solutions, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,147
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$19,294
RELATION WEALTH MANAGEMENT INC · Investment advisory (plan)$6,890

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$63,626 · 0.98%
2023$43,303 · 0.98%
2022$150 · 0.00%
Same employer
Similar plansAdministrative & Support Services · Ohio
Reilly Sweeping, Inc. OH$8.5M · 0.60%
Belflex Staffing Network OH$7.0M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853173535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.