Plan Ledger DOL Form 5500 · updated monthly

Everservice Holdings, LLC401(k)

EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Everservice Holdings, LLC reported $87,541 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,397 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 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is the 640th-largest of 1,285 plans among Arizona employers on file, and the 1,104th of 2,534 in administrative & support services. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has shrunk from 468 to 420 since 2022.

Plan summary
Net assets, end of year$8,550,532
Participants with balances258
Active participants420
Employer contributions$586,874
Employee contributions$1,120,994
Employer contribution per active participant$1,397
Average account balance$33,142
Benefits paid to participants$904,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 258 accts · $587K emplr
2023$6.7M · 267 accts · $506K emplr
2022$4.6M · 228 accts · $373K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,541
Total administrative$87,541
The Everservice Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,397
Median for plans this size$1,313
2024$1,397 per active participant
2023$1,097 per active participant
2022$796 per active participant

Everservice Holdings, LLC's 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$27,161
CAMPBELL ALBRECHT · Recordkeeping · Loan processing$12,145
AVANTAX ADVISORY SERVICES INC · Investment advisory (plan)$11,798
KESTRA ADVISORY SERVICES INC · Investment advisory (plan)$10,226

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

Recordkeeper by year2
2024CAMPBELL ALBRECHT, Transamerica
2023CAMPBELL ALBRECHT, Transamerica

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Administrative cost history3
2024$87,541 · 1.15%
2023$65,398 · 1.16%
2022$55,649 · 1.19%
Similar plansAdministrative & Support Services · Arizona
Strongmind, Inc. AZ$17.1M · 0.56%
Tag Employer Services, Inc AZ$12.7M · 22.75%
Barkley AG Enterprises, LLC AZ$10.2M · 0.74%
NME3, LLC AZ$7.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831972213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.