Plan Ledger DOL Form 5500 · updated monthly

Early Warning Services, LLC401(k)

EARLY WARNING SERVICES, LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Early Warning Services, LLC reported $201,364 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,039 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 0.21% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 87th-largest of 1,285 plans among Arizona employers on file, and the 230th of 2,199 in information & media. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 1,120 to 1,377 since 2022.

Plan summary
Net assets, end of year$163,060,814
Participants with balances1,684
Active participants1,377
Employer contributions$11,070,344
Employee contributions$17,244,040
Employer contribution per active participant$8,039
Average account balance$96,829
Benefits paid to participants$22,675,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$163.1M · 1,684 accts · $11.1M emplr
2023$134.6M · 1,759 accts · $9.4M emplr
2022$100.4M · 1,450 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,289
Investment management$59,973
Total administrative$201,364
The Early Warning Services, LLC 401(k) match · 2024
Employer contribution per active participant$8,039
Median for plans this size$3,635
2024$8,039 per active participant
2023$7,097 per active participant
2022$6,003 per active participant

Early Warning Services, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ALLIANT INSURANCE SERVICES INC DBA · Investment advisory (plan)$51,049
EMPOWER ADVISORY GROUP, LLC · Investment management$8,925
EMPOWER FINANCIAL SERVICES, INC · Securities brokerage$210

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$201,364 · 0.14%
2023$221,421 · 0.19%
2022$220,359 · 0.21%
Same employer
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Crain Communications Inc MI$166.9M · 0.09%
Jamf Software, LLC MN$165.8M · 0.24%
Levi, Ray & Shoup, Inc. IL$164.5M · 0.05%
Wideopenwest Finance, LLC CO$160.8M · 0.14%
Shentel Management Company VA$158.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205276211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.