Plan Ledger DOL Form 5500 · updated monthly

Companion Systems Design and Manufacturing, Inc.401(k)

COMPANION SYSTEMS 401(K) PLAN · NORTH SALT LAKE, UT · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

Companion Systems Design and Manufacturing, Inc. reported $34,179 in plan administrative expenses for 2022: 0.77% of average plan assets, above the peer median. Employer contributions averaged $221 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 professional & technical services employers. By assets it is among the smaller plans on file in Utah (661st of 848), and 10,247th of 11,654 in professional & technical services. In 2022, employees put in $7.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,807,724
Participants with balances76
Active participants113
Employer contributions$24,947
Employee contributions$186,258
Employer contribution per active participant$221
Average account balance$50,102
Benefits paid to participants$476,681
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER & CO., LLC
Administrative expenses, itemized · 2022
Investment management$15,347
Professional / advisory$18,832
Total administrative$34,179
The Companion Systems Design and Manufacturing, Inc. 401(k) match · 2022
Employer contribution per active participant$221
Median for plans this size$1,114

Companion Systems Design and Manufacturing, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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$34,179 · 0.77%
Similar plansProfessional & Technical Services · Utah
Artemis Health, Inc. UT$4.5M · 0.04%
Polarityte MD, Inc. UT$4.0M · 0.69%
Cencore, LLC UT$4.0M · 0.08%
Delsco Northwest Inc UT$3.6M · 0.81%
Rylex Consulting LLC UT$3.5M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870686356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.