Plan Ledger DOL Form 5500 · updated monthly

Energy Sciences Inc.401(k)

ESI/ELI 401(K) RETIREMENT TRUST · WILMINGTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Energy Sciences Inc. reported $142,022 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,987 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,642nd of 2,726), and 7,674th of 13,661 in manufacturing. In 2022, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,147,784
Participants with balances148
Active participants68
Employer contributions$203,103
Employee contributions$499,128
Employer contribution per active participant$2,987
Average account balance$88,836
Benefits paid to participants$2,426,791
Plan auditUnmodified (clean) audit opinion
AuditorHOTTA LIESENBERG SAITO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,469
Investment management$103,134
Professional / advisory$19,179
Total administrative$142,022
The Energy Sciences Inc. 401(k) match · 2022
Employer contribution per active participant$2,987
Median for plans this size$2,266

Energy Sciences Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$142,022 · 0.92%
Similar plansManufacturing · Massachusetts
Abbott-Action, Inc. MA$13.6M · 0.51%
Hans Kissle Company, LLC MA$13.4M · 0.31%
Cdf Corporation MA$13.1M · 0.28%
Ariston USA, LLC MA$13.0M · 0.51%
Lutco, Inc. MA$12.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043020938 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.