Plan Ledger DOL Form 5500 · updated monthly

Entrust Services dba Roto-Rooter401(k)

ENTRUST SERVICES DBA ROTO-ROOTER 401(K) PLAN · GREENSBORO, NC · plan year 2023

Reported admin expense ratio · 2023
1.59%

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

Entrust Services dba Roto-Rooter reported $31,327 in plan administrative expenses for 2023: 1.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,751 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 $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in North Carolina (1,736th of 2,005), and 1,863rd of 2,534 in administrative & support services. In 2023, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,385,693
Participants with balances133
Active participants126
Employer contributions$346,656
Employee contributions$573,075
Employer contribution per active participant$2,751
Average account balance$17,938
Benefits paid to participants$442,014
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,327
Total administrative$31,327
The Entrust Services dba Roto-Rooter 401(k) match · 2023
Employer contribution per active participant$2,751
Median for plans this size$1,308

Entrust Services dba Roto-Rooter's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,326
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2023$31,327 · 1.59%
Same employer
Similar plansAdministrative & Support Services · North Carolina
Powerhouse Recycling Inc. NC$2.7M · 0.19%
Community Based Care, LLC NC$2.7M · 1.18%
Jet IT, LLC NC$2.6M · 1.08%
Solid Surface Care, Inc. NC$2.4M · 0.97%
Plant Partners, Inc. NC$2.2M · 0.67%
Contaminant Control, Inc. NC$2.0M · 1.23%
Search Solution Group Inc NC$1.9M · 0.68%
A.S. Management, Inc. NC$1.7M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542166713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.