Plan Ledger DOL Form 5500 · updated monthly

Mutual of Enumclaw Insurance Company401(k)

SALARY INVESTMENT PLAN OF MUTUAL OF ENUMCLAW INSURANCE COMPANY · ENUMCLAW, WA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Mutual of Enumclaw Insurance Company reported $74,688 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,565 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 has held roughly steady near 0.087%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 197th-largest of 1,714 plans among Washington employers on file, and the 1,073rd of 4,798 in finance & insurance. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,540,216
Participants with balances498
Active participants385
Employer contributions$1,757,421
Employee contributions$3,982,474
Employer contribution per active participant$4,565
Average account balance$183,816
Benefits paid to participants$5,526,405
Plan auditUnmodified (clean) audit opinion
AuditorHAGEN, KURTH, PERMAN & CO., P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$91.5M · 498 accts · $1.8M emplr
2023$80.4M · 498 accts · $1.8M emplr
2022$65.8M · 505 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,938
Investment management$26,250
Audit (IQPA)$20,500
Total administrative$74,688
The Mutual of Enumclaw Insurance Company 401(k) match · 2024
Employer contribution per active participant$4,565
Median for plans this size$3,635
2024$4,565 per active participant
2023$4,382 per active participant
2022$3,953 per active participant

Mutual of Enumclaw Insurance Company's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
T ROWE PRICE RPS INC · Recordkeeping · Trustee$31,107
VERUS · Consulting · Investment advisory (plan)$35,000
HAGEN, KURTH, PERMAN & CO, PS · Accounting / audit$20,500
RAMSEY SOLUTIONS · Consulting$5,745

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,688 · 0.09%
2023$84,353 · 0.12%
2022$65,483 · 0.09%
Same employer
Similar plansFinance & Insurance · Washington
Delta Dental of Washington WA$100.2M · 0.01%
Numerica Credit Union WA$87.9M · 0.02%
Twinstar Credit Union WA$85.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910217580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.