Plan Ledger DOL Form 5500 · updated monthly

Bobcat North America, LLC401(k)

BOBCAT NORTH AMERICA, LLC · TAMPA, FL · plan year 2020

Reported admin expense ratio · 2020
3.14%

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

Bobcat North America, LLC reported $18,660 in plan administrative expenses for 2020: 3.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $92 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 2.28% to 3.14%. The plan sits in the under $1M size bracket, benchmarked here against 109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (3,463rd of 3,644), and 2,301st of 2,534 in administrative & support services. In 2020, employees put in $11.82 for every $1.00 the employer contributed; active participation has shrunk from 393 to 214 since 2017.

Plan summary
Net assets, end of year$631,867
Participants with balances115
Active participants214
Employer contributions$19,705
Employee contributions$232,896
Employer contribution per active participant$92
Average account balance$5,494
Benefits paid to participants$222,882
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2020$632K · 115 accts · $20K emplr
2019$558K · 364 accts · $15K emplr
2018$260K · 356 accts
2017$34K · 243 accts
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$18,110
Total administrative$18,660
The Bobcat North America, LLC 401(k) match · 2020
Employer contribution per active participant$92
Median for plans this size$246
2020$92 per active participant
2019$51 per active participant

Bobcat North America, LLC's 2020 employer contribution ran below the $246 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2020$18,660 · 3.14%
2019$3,225 · 0.79%
2018$3,350 · 2.28%
2017Not separately reported
Similar plansAdministrative & Support Services · Florida
Combined Services, Inc. FL$821K · 0.44%
Adex Corporation FL$631K · 0.40%
Gotu Technology, Inc FL$569K · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812113185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.