Plan Ledger DOL Form 5500 · updated monthly

Dell Retirement Services Inc401(k)

SHANNONDELL RETIREMENT SAVINGS PLAN · AUDUBON, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Dell Retirement Services Inc reported $60,828 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $676 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 0.24% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,622nd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,932nd of 11,911 in health care & social assistance. In 2024, employees put in $3.96 for every $1.00 the employer contributed; active participation has shrunk from 644 to 544 since 2022.

Plan summary
Net assets, end of year$18,239,959
Participants with balances320
Active participants544
Employer contributions$367,503
Employee contributions$1,455,450
Employer contribution per active participant$676
Average account balance$57,000
Benefits paid to participants$1,637,329
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 320 accts · $368K emplr
2023$16.1M · 311 accts · $358K emplr
2022$13.6M · 314 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,516
Investment management$22,812
Total administrative$60,828
The Dell Retirement Services Inc 401(k) match · 2024
Employer contribution per active participant$676
Median for plans this size$2,416
2024$676 per active participant
2023$719 per active participant
2022$532 per active participant

Dell Retirement Services Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$27,993
DELL RETIREMENT SERVICES INC$17,574
JPMORGAN INVEST HOLDINGS LLC$15,051
THE PARAGON ALLIANCE GROUP LLC · Contract administratorindirect comp

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$60,828 · 0.35%
2023$8,407 · 0.06%
2022$34,178 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Pinnacle Ent Alliance, LLC PA$18.5M · 0.50%
Invision Human Services PA$18.4M · 0.52%
Union Community Care PA$18.1M · 0.04%
Windber Medical Center PA$17.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233082110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.