Plan Ledger DOL Form 5500 · updated monthly

Servicesource, Inc.403(b)

SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN · OAKTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Servicesource, Inc. reported $209,534 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,639 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 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 233rd-largest of 2,266 plans among Virginia employers on file, and the 908th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 2,376 to 2,691 since 2022.

Plan summary
Net assets, end of year$124,477,314
Participants with balances4,122
Active participants2,691
Employer contributions$4,411,229
Employee contributions$6,756,668
Employer contribution per active participant$1,639
Average account balance$30,198
Benefits paid to participants$8,991,337
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.5M · 4,122 accts · $4.4M emplr
2023$108.1M · 3,970 accts · $4.1M emplr
2022$91.6M · 3,676 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Investment management$209,534
Total administrative$209,534
Employer contributions to the Servicesource, Inc. plan · 2024
Employer contribution per active participant$1,639
Median for plans this size$3,635
2024$1,639 per active participant
2023$1,607 per active participant
2022$1,684 per active participant

Servicesource, Inc.'s 2024 employer contribution ran below the $3,635 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

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$209,534 · 0.18%
2023$170,943 · 0.17%
2022$205,999 · 0.21%
All plans at this employer2
SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN403(b)
SERVICESOURCE, INC. 401(A) RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Augusta Health Care VA$149.3M · 0.10%
Acuity International, LLC VA$117.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540901256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.