Plan Ledger DOL Form 5500 · updated monthly

Navex Global, Inc.401(k)

NAVEX GLOBAL 401(K) PLAN · LAKE OSWEGO, OR · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Navex Global, Inc. reported $160,580 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,344 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 0.183%. 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 109th-largest of 1,021 plans among Oregon employers on file, and the 174th of 2,534 in administrative & support services. In 2024, employees put in $3.53 for every $1.00 the employer contributed; active participation has shrunk from 1,121 to 979 since 2022.

Plan summary
Net assets, end of year$94,819,836
Participants with balances1,381
Active participants979
Employer contributions$2,294,890
Employee contributions$8,097,673
Employer contribution per active participant$2,344
Average account balance$68,660
Benefits paid to participants$8,964,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.8M · 1,381 accts · $2.3M emplr
2023$80.9M · 1,485 accts · $2.4M emplr
2022$60.5M · 1,482 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$160,580
Total administrative$160,580
The Navex Global, Inc. 401(k) match · 2024
Employer contribution per active participant$2,344
Median for plans this size$3,635
2024$2,344 per active participant
2023$2,139 per active participant
2022$1,873 per active participant

Navex Global, Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$160,580

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$160,580 · 0.18%
2023$122,614 · 0.17%
2022$114,642 · 0.18%
Same employer
Similar plansAdministrative & Support Services · Oregon
Xenium Resources, Inc. OR$131.4M · 0.60%
Axcet HR Solutions KS$97.6M · 0.78%
United Site Services, Inc MA$96.1M · 0.22%
Trueblue, Inc. WA$95.6M · 0.34%
Campbell Companies UT$93.0M · 0.22%
Emerald X, LLC CA$92.9M · 0.09%
Lakeland Tours, LLC VA$91.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030513136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.