Plan Ledger DOL Form 5500 · updated monthly

Output Services Group, Inc.401(k)

OSG, INC. SAVINGS AND RETIREMENT PLAN · CARLSTADT, NJ · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Output Services Group, Inc. reported $229,691 in plan administrative expenses for 2023: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $681 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 0.22% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 415th-largest of 2,419 plans among New Jersey employers on file, and the 2,185th of 13,661 in manufacturing. In 2023, employees put in $6.32 for every $1.00 the employer contributed; active participation has shrunk from 1,661 to 1,398 since 2022.

Plan summary
Net assets, end of year$82,953,062
Participants with balances1,736
Active participants1,398
Employer contributions$952,519
Employee contributions$6,022,122
Employer contribution per active participant$681
Average account balance$47,784
Benefits paid to participants$10,734,118
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.9M · 1,447 accts · $739K emplr
2023$83.0M · 1,736 accts · $953K emplr
2022$76.0M · 1,747 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$163,442
Investment management$53,599
Audit (IQPA)$12,650
Total administrative$229,691
The Output Services Group, Inc. 401(k) match · 2023
Employer contribution per active participant$681
Median for plans this size$3,659
2024$560 per active participant
2023$681 per active participant

Output Services Group, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$164,786
OPPENHEIMER & CO INC · Investment advisory (plan)$53,599
CROWE LLP · Accounting / audit$12,650

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$244,777 · 0.30%
2023$229,691 · 0.29%
2022$178,778 · 0.22%
Same employer
Similar plansManufacturing · New Jersey
Bel Fuse Inc. NJ$95.9M · 0.13%
Conopco, Inc. NJ$87.2M · 0.01%
Marotta Controls, Inc. NJ$86.8M · 0.28%
Richards Mfg Co Sales LLC NJ$75.0M · 0.01%
Wacoal America, Inc. NJ$74.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223168044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.