Plan Ledger DOL Form 5500 · updated monthly

Computershare US Services Inc.401(k)

COMPUTERSHARE 401(K) RETIREMENT PLAN · CANTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Computershare US Services Inc. reported $307,654 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $3,742 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 0.08% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 97th-largest of 2,726 plans among Massachusetts employers on file, and the 261st of 4,798 in finance & insurance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 6,368 to 4,479 since 2022.

Plan summary
Net assets, end of year$634,842,543
Participants with balances6,410
Active participants4,479
Employer contributions$16,759,681
Employee contributions$37,374,858
Employer contribution per active participant$3,742
Average account balance$99,039
Benefits paid to participants$107,747,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$634.8M · 6,410 accts · $16.8M emplr
2023$611.7M · 7,344 accts · $19.2M emplr
2022$521.8M · 8,058 accts · $18.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$212,892
Investment management$32,137
Total administrative$307,654
The Computershare US Services Inc. 401(k) match · 2024
Employer contribution per active participant$3,742
Median for plans this size$4,294
2024$3,742 per active participant
2023$3,255 per active participant
2022$2,942 per active participant

Computershare US Services Inc.'s 2024 employer contribution ran below the $4,294 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$212,892
AON INVESTMENTS USA INC. · Consulting$62,625
PRICEWATERHOUSEWATERS LLC · Accounting / audit$31,137

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$307,654 · 0.05%
2023$454,944 · 0.08%
2022$435,618 · 0.08%
Same employer
Similar plansFinance & Insurance · Massachusetts
Mapfre U.S.A. Corp. MA$517.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202974794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.