Plan Ledger DOL Form 5500 · updated monthly

Delaware Consulting U.S., Inc.401(k)

DELAWARE NORTH AMERICA, LLC · AUBURN, AL · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Delaware Consulting U.S., Inc. reported $1,006 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,284 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 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 363rd-largest of 902 plans among Alabama employers on file, and 6,570th of 11,654 in professional & technical services. In 2023, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,988,657
Participants with balances227
Active participants188
Employer contributions$1,181,443
Employee contributions$2,894,254
Employer contribution per active participant$6,284
Average account balance$66,029
Benefits paid to participants$718,128
Plan auditUnmodified (clean) audit opinion
AuditorHIMMELWRIGHT HUGLEY & BOLES
Plan history2
Yearassets · accounts · employer contribution
2023$15.0M · 227 accts · $1.2M emplr
2022$8.5M · 196 accts · $768K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,006
Total administrative$1,006
The Delaware Consulting U.S., Inc. 401(k) match · 2023
Employer contribution per active participant$6,284
Median for plans this size$2,440
2023$6,284 per active participant
2022$4,291 per active participant

Delaware Consulting U.S., Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,006

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$1,006 · 0.01%
2022$2,043 · 0.02%
Similar plansProfessional & Technical Services · Alabama
Aetos Systems, Inc. AL$15.6M · 0.45%
Vali Incorporated AL$15.6M · 0.08%
Higherechelon, Inc. AL$14.8M · 0.57%
Beshenich Muir & Associates AL$14.1M · 0.26%
Nmr Consulting, Inc. AL$13.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208048901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.