Plan Ledger DOL Form 5500 · updated monthly

Natural Energy Engineering Services, PLLC401(k)

NATURAL ENERGY SERVICES RETIREMENT READINESS PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Natural Energy Engineering Services, PLLC reported $16,504 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $129 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 rose from 0.55% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kentucky (720th of 871), and 10,525th of 11,654 in professional & technical services. In 2024, employees put in $22.95 for every $1.00 the employer contributed; active participation has grown from 97 to 176 since 2022.

Plan summary
Net assets, end of year$3,041,942
Participants with balances174
Active participants176
Employer contributions$22,753
Employee contributions$522,149
Employer contribution per active participant$129
Average account balance$17,482
Benefits paid to participants$155,552
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 174 accts · $23K emplr
2023$2.3M · 128 accts · $15K emplr
2022$1.9M · 128 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,504
Total administrative$16,504
The Natural Energy Engineering Services, PLLC 401(k) match · 2024
Employer contribution per active participant$129
Median for plans this size$1,313
2024$129 per active participant
2023$160 per active participant

Natural Energy Engineering Services, PLLC's 2024 employer contribution ran below the $1,313 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 · 20241
AMERICAN FUNDS RECORDKEEPERDIRECT · Contract administrator · Recordkeeping$16,504

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$16,504 · 0.62%
2023$14,717 · 0.71%
2022$11,203 · 0.55%
Similar plansProfessional & Technical Services · Kentucky
Altano U.S., LLC KY$3.8M · 1.30%
Wabuck Development, Inc. KY$3.1M · 0.01%
Kentuckiana Reporters KY$2.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462665878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.