Plan Ledger DOL Form 5500 · updated monthly

Marking Services, Inc.401(k)

MARKING SERVICES, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.50%

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

Marking Services, Inc. reported $109,930 in plan administrative expenses for 2025: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,312 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 3 years on file its reported administrative ratio rose from 0.45% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 765th-largest of 1,936 plans among Wisconsin employers on file, and the 536th of 2,534 in administrative & support services. In 2025, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,481,183
Participants with balances249
Active participants218
Employer contributions$503,913
Employee contributions$1,363,910
Employer contribution per active participant$2,312
Average account balance$94,302
Benefits paid to participants$2,265,951
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$23.5M · 249 accts · $504K emplr
2024$20.6M · 219 accts · $414K emplr
2023$18.8M · 255 accts · $423K emplr
2022$16.0M · 262 accts · $391K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$109,930
Total administrative$109,930
The Marking Services, Inc. 401(k) match · 2025
Employer contribution per active participant$2,312
Median for plans this size$2,666
2025$2,312 per active participant
2024$2,155 per active participant
2023$2,228 per active participant
2022$1,887 per active participant

Marking Services, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
EMPOWER ADVISORY GROUP LLC · Investment management$39,929
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$35,507
BLUE CHIP RETIREMENT PLANS INC.$18,047

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

Administrative cost history4
2025$109,930 · 0.50%
2024$98,641 · 0.50%
2023$80,358 · 0.46%
2022$76,508 · 0.45%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Oneida Esc Group, LLC WI$40.4M · 0.17%
The Employer Group, Inc. WI$30.9M · 0.58%
Executive Director, Inc. WI$30.5M · 0.33%
Fox World Travel, Inc. WI$25.2M · 0.59%
Forward Service Corporation WI$22.1M · 0.47%
Salelytics, LLC WI$20.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391604928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.