Plan Ledger DOL Form 5500 · updated monthly

Thayer Investments, LLC401(k)

THAYER INVESTMENTS, LLC COLLECTIVELY BARGAINED 401(K) SAVINGS PLAN · PATASKALA, OH · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Thayer Investments, LLC reported $662 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $109 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Ohio (3,105th of 3,295), and 404th of 412 in utilities. In 2022, employees put in $5.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,368,758
Participants with balances45
Active participants269
Employer contributions$29,291
Employee contributions$162,998
Employer contribution per active participant$109
Average account balance$30,417
Benefits paid to participants$416,653
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$347
Professional / advisory$315
Total administrative$662
The Thayer Investments, LLC 401(k) match · 2022
Employer contribution per active participant$109
Median for plans this size$1,114

Thayer Investments, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$662 · 0.04%
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Interstate Gas Supply, LLC OH$128.8M · 0.09%
Cardinal Operating Company OH$56.7M · 0.11%
Utility Pipeline, LTD OH$11.5M · 0.44%
Metron Farnier, LLC CO$1.6M · 0.27%
Signature Solar, LLC TX$1.5M · 0.38%
Rbc Utilities, Inc SC$1.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271908739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.