Plan Ledger DOL Form 5500 · updated monthly

Eduserve, Inc.401(k)

EDUSERVE/CSUSA RETIREMENT PLAN · FT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Eduserve, Inc. reported $486,363 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $309 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 3 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 371st-largest of 3,644 plans among Florida employers on file, and the 621st of 3,091 in educational services. In 2024, employees put in $5.51 for every $1.00 the employer contributed; active participation has grown from 6,693 to 7,804 since 2022.

Plan summary
Net assets, end of year$83,976,222
Participants with balances5,346
Active participants7,804
Employer contributions$2,409,278
Employee contributions$13,275,332
Employer contribution per active participant$309
Average account balance$15,708
Benefits paid to participants$7,361,873
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.0M · 5,346 accts · $2.4M emplr
2023$67.1M · 3,703 accts · $2.0M emplr
2022$50.9M · 3,116 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$258,854
Investment management$227,509
Total administrative$486,363
The Eduserve, Inc. 401(k) match · 2024
Employer contribution per active participant$309
Median for plans this size$3,635
2024$309 per active participant
2023$268 per active participant
2022$237 per active participant

Eduserve, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$258,854
FIDUCIARY CONSULTING GROUP · Plan administrator · Named fiduciary$142,193
UBS FINANCIAL SERVICES · Investment advisory (plan)$85,316

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$486,363 · 0.64%
2023$383,761 · 0.65%
2022$324,019 · 0.62%
Same employer
Similar plansEducational Services · Florida
Saint Leo University FL$119.3M · 0.14%
Lynn University, Inc. FL$102.2M · 0.08%
Img Academy Parent, LLC FL$101.1M · 0.23%
Jacksonville University FL$82.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834481053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.