Plan Ledger DOL Form 5500 · updated monthly

Telus Agriculture Holdings (US) Inc.401(k)

TELUS AGRICULTURE (US) RETIREMENT PLAN · STATE COLLEGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Telus Agriculture Holdings (US) Inc. reported $169,203 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,995 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 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 499th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,596th of 11,654 in professional & technical services. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 546 to 761 since 2022.

Plan summary
Net assets, end of year$94,613,014
Participants with balances918
Active participants761
Employer contributions$3,040,101
Employee contributions$7,244,642
Employer contribution per active participant$3,995
Average account balance$103,064
Benefits paid to participants$10,781,050
Plan auditUnmodified (clean) audit opinion
AuditorPOWDERLY VUCHNICH PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$94.6M · 918 accts · $3.0M emplr
2023$80.9M · 872 accts · $3.0M emplr
2022$68.5M · 670 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,203
Total administrative$169,203
The Telus Agriculture Holdings (US) Inc. 401(k) match · 2024
Employer contribution per active participant$3,995
Median for plans this size$3,635
2024$3,995 per active participant
2023$4,174 per active participant
2022$3,602 per active participant

Telus Agriculture Holdings (US) Inc.'s 2024 employer contribution ran above 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$169,203

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$169,203 · 0.19%
2023$156,180 · 0.21%
2022$118,216 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Conrad M. Siegel, Inc. PA$103.2M · 0.01%
Accolade, Inc. PA$103.2M · 0.04%
Fullsight, LLC PA$94.8M · 0.23%
S. Emerson Group, Inc. PA$86.4M · 0.00%
The Judge Group, Inc. PA$86.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851862602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.