Plan Ledger DOL Form 5500 · updated monthly

Endurance U.S. Holdings Corp.401(k)

ENDURANCE 401K PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Endurance U.S. Holdings Corp. reported $46,119 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,164 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 0.007% to 0.008%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 60th-largest of 2,160 plans among Georgia employers on file, and the 249th of 4,798 in finance & insurance. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 2,539 to 2,825 since 2022.

Plan summary
Net assets, end of year$662,667,805
Participants with balances3,536
Active participants2,825
Employer contributions$40,014,181
Employee contributions$35,112,956
Employer contribution per active participant$14,164
Average account balance$187,406
Benefits paid to participants$63,313,741
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$662.7M · 3,536 accts · $40.0M emplr
2023$560.5M · 3,392 accts · $35.3M emplr
2022$444.4M · 3,169 accts · $31.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,119
Total administrative$46,119
The Endurance U.S. Holdings Corp. 401(k) match · 2024
Employer contribution per active participant$14,164
Median for plans this size$4,294
2024$14,164 per active participant
2023$13,014 per active participant
2022$12,537 per active participant

Endurance U.S. Holdings Corp.'s 2024 employer contribution ran above the $4,294 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$46,119
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$46,119 · 0.01%
2023$40,809 · 0.01%
2022$32,799 · 0.01%
Same employer
Similar plansFinance & Insurance · Georgia
Global Payments Inc. GA$2.6B · 0.03%
Equifax Inc. GA$1.5B · 0.05%
Crawford & Company GA$592.5M · 0.11%
Digital Insurance, LLC GA$401.8M · 0.06%
Ameris Bancorp GA$337.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980379712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.