Plan Ledger DOL Form 5500 · updated monthly

Management Research Services, Inc.401(k)

MANAGEMENT RESEARCH SERVICES 401(K) PROFIT SHARING PLAN & TRUST · BEAVERTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Management Research Services, Inc. reported $2,048 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,331 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 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (921st of 1,021), and 11,026th of 11,654 in professional & technical services. In 2022, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,595,891
Participants with balances81
Active participants92
Employer contributions$122,424
Employee contributions$283,719
Employer contribution per active participant$1,331
Average account balance$19,702
Benefits paid to participants$49,810
Plan auditUnmodified (clean) audit opinion
AuditorMARSHALL JONES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,048
Total administrative$2,048
The Management Research Services, Inc. 401(k) match · 2022
Employer contribution per active participant$1,331
Median for plans this size$1,114

Management Research Services, Inc.'s 2022 employer contribution ran above the $1,114 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$2,048 · 0.13%
Similar plansProfessional & Technical Services · Oregon
Set Management, LLC OR$2.3M · 0.05%
Mathys-Potestio, LLC OR$2.2M · 0.46%
Quality Counts LLC OR$1.5M · 0.16%
Biztek People, Inc OR$1.4M · 0.57%
Urban League of Portland OR$1.3M · 1.44%
211INFO OR$1.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061241283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.