Plan Ledger DOL Form 5500 · updated monthly

Superior Plus Energy Services, Inc.401(k)

SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Superior Plus Energy Services, Inc. reported $368,609 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,380 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 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 498th-largest of 5,648 plans among New York employers on file, and the 232nd of 5,215 in retail trade. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has shrunk from 2,891 to 2,509 since 2022.

Plan summary
Net assets, end of year$185,829,342
Participants with balances3,159
Active participants2,509
Employer contributions$5,971,946
Employee contributions$13,555,859
Employer contribution per active participant$2,380
Average account balance$58,825
Benefits paid to participants$19,285,115
Plan auditUnmodified (clean) audit opinion
AuditorDEJOY & CO. CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$185.8M · 3,159 accts · $6.0M emplr
2023$164.6M · 3,396 accts · $7.1M emplr
2022$138.2M · 3,404 accts · $7.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$215,607
Investment management$103,286
Audit (IQPA)$40,100
Total administrative$368,609
The Superior Plus Energy Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,380
Median for plans this size$3,635
2024$2,380 per active participant
2023$2,631 per active participant
2022$2,627 per active participant

Superior Plus Energy Services, 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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$215,607
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$103,286
DEJOY & CO. CPAS, LLP · Accounting / audit$40,100

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$368,609 · 0.21%
2023$371,062 · 0.25%
2022$341,738 · 0.24%
Same employer
Similar plansRetail Trade · New York
Mavis Tire Supply LLC NY$202.0M · 0.44%
Hermes of Paris, Inc. NY$178.4M · 0.11%
West Herr Ford, Inc. NY$176.5M · 0.12%
Pcb Piezotronics, Inc. NY$132.0M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 160736353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.