Plan Ledger DOL Form 5500 · updated monthly

Earned Visibility, Inc.401(k)

EARNED VISIBILITY, INC. 401(K) RETIREMENT PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Earned Visibility, Inc. reported $145,431 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,772 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 0.03% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,188th-largest of 5,648 plans among New York employers on file, and the 4,720th of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 441 to 236 since 2022.

Plan summary
Net assets, end of year$25,213,766
Participants with balances404
Active participants236
Employer contributions$1,362,090
Employee contributions$2,649,697
Employer contribution per active participant$5,772
Average account balance$62,410
Benefits paid to participants$2,081,856
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 404 accts · $1.4M emplr
2023$19.2M · 462 accts · $1.4M emplr
2022$12.7M · 442 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,252
Investment management$89,179
Total administrative$145,431
The Earned Visibility, Inc. 401(k) match · 2024
Employer contribution per active participant$5,772
Median for plans this size$2,416
2024$5,772 per active participant
2023$4,216 per active participant
2022$2,328 per active participant

Earned Visibility, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$56,252
MORGAN STANLEY GLOBAL BANKING OPS · Consulting$89,179

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$145,431 · 0.65%
2023$70,116 · 0.44%
2022$3,395 · 0.03%
Same employer
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Rupp, Pfalzgraf LLC NY$25.9M · 0.09%
Insero & Co., Cpas, LLP NY$25.6M · 0.48%
Asapp Inc. NY$25.4M · 0.05%
Screenvision Direct, Inc. NY$24.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161613411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.