Plan Ledger DOL Form 5500 · updated monthly

Iss Facility Services, Inc.401(k)

ISS FACILITY SERVICES 401K SAVINGS PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Iss Facility Services, Inc. reported $326,299 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $618 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 fell from 0.63% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 624th-largest of 5,688 plans among Texas employers on file, and the 157th of 2,534 in administrative & support services. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has shrunk from 5,706 to 4,948 since 2022.

Plan summary
Net assets, end of year$106,837,423
Participants with balances3,285
Active participants4,948
Employer contributions$3,057,501
Employee contributions$9,799,237
Employer contribution per active participant$618
Average account balance$32,523
Benefits paid to participants$13,607,051
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$106.8M · 3,285 accts · $3.1M emplr
2023$93.5M · 3,470 accts · $3.2M emplr
2022$83.2M · 4,772 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$326,299
Total administrative$326,299
The Iss Facility Services, Inc. 401(k) match · 2024
Employer contribution per active participant$618
Median for plans this size$3,635
2024$618 per active participant
2023$553 per active participant
2022$535 per active participant

Iss Facility Services, 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$255,195
GALLAGHER FIDUCIARY ADVI · Investment advisory (plan)$56,250
HARPER AND PEARSON · Accounting / audit$20,475
NOVA 401(K) ASSOCIATES · Contract administrator$1,700
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history3
2024$326,299 · 0.33%
2023$304,434 · 0.34%
2022$584,460 · 0.63%
Similar plansAdministrative & Support Services · Texas
Resourcing Edge I, LLC TX$321.3M · 0.49%
Employer Flexible TX$215.0M · 0.99%
MB2 Dental Solutions TX$169.6M · 0.09%
Maverick Services, LLC TX$58.4M · 0.24%
Empower Service Corporation TX$57.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742012133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.