Plan Ledger DOL Form 5500 · updated monthly

Agren Appliance Service Corp.401(k)

AGREN APPLIANCE 401(K) PROFIT SHARING PLAN & TRUST · AUBURN, ME · plan year 2022

Reported admin expense ratio · 2022
0.57%

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

Agren Appliance Service Corp. reported $23,005 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,355 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Maine (298th of 354), and 4,082nd of 5,215 in retail trade. In 2022, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,906,135
Participants with balances80
Active participants115
Employer contributions$155,820
Employee contributions$371,728
Employer contribution per active participant$1,355
Average account balance$48,827
Benefits paid to participants$1,624
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,005
Total administrative$23,005
The Agren Appliance Service Corp. 401(k) match · 2022
Employer contribution per active participant$1,355
Median for plans this size$1,114

Agren Appliance Service Corp.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,005 · 0.57%
Similar plansRetail Trade · Maine
Rowe Ford Sales ME$6.4M · 0.35%
Fabian Oil Inc ME$5.0M · 0.15%
Dysarts Service ME$4.2M · 0.76%
Rusty Lantern Markets LLC ME$252K · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010358322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.