Plan Ledger DOL Form 5500 · updated monthly

Outreach Corporation401(k)

OUTREACH 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Outreach Corporation reported $19,200 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.21% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 377th-largest of 1,714 plans among Washington employers on file, and the 548th of 2,199 in information & media. active participation has shrunk from 940 to 489 since 2022.

Plan summary
Net assets, end of year$46,634,262
Participants with balances1,003
Active participants489
Employer contributions$0
Employee contributions$7,081,255
Employer contribution per active participant$0
Average account balance$46,495
Benefits paid to participants$12,765,719
Plan auditUnmodified (clean) audit opinion
AuditorVWC, P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$46.6M · 1,003 accts
2023$44.1M · 1,107 accts
2022$32.5M · 1,253 accts
Administrative expenses, itemized · 2024
Investment management$39,534
Total administrative$19,200
The Outreach Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Outreach Corporation's 2024 employer contribution ran below the $2,416 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 · 20243
USI ADVISORS INC · Investment advisory (plan)$36,411
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$3,484
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$19,200 · 0.04%
2023$37,854 · 0.10%
2022$63,100 · 0.21%
Same employer
Similar plansInformation & Media · Washington
Highspot, Inc. WA$55.9M · 0.17%
401(K)TECH Collective WA$52.7M · 0.30%
Payscale, Inc. WA$52.5M · 0.45%
Nintex USA, Inc. WA$46.6M · 0.37%
Zonar Systems Inc WA$39.9M · 0.35%
Offerup, Inc. WA$30.6M · 0.03%
Openmarket, Inc WA$28.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450914779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.