Plan Ledger DOL Form 5500 · updated monthly

Transportation Insight, LLC401(k)

TRANSPORTATION INSIGHT RETIREMENT PLAN · HICKORY, NC · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Transportation Insight, LLC reported $73,530 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,619 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 0.18% to 0.10%. 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 264th-largest of 2,005 plans among North Carolina employers on file, and the 1,898th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has shrunk from 2,099 to 1,283 since 2022.

Plan summary
Net assets, end of year$76,773,381
Participants with balances1,249
Active participants1,283
Employer contributions$3,359,845
Employee contributions$7,219,297
Employer contribution per active participant$2,619
Average account balance$61,468
Benefits paid to participants$10,913,568
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.8M · 1,249 accts · $3.4M emplr
2023$65.4M · 1,335 accts · $4.0M emplr
2022$52.8M · 1,515 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,530
Total administrative$73,530
The Transportation Insight, LLC 401(k) match · 2024
Employer contribution per active participant$2,619
Median for plans this size$3,635
2024$2,619 per active participant
2023$2,335 per active participant
2022$2,263 per active participant

Transportation Insight, LLC'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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$75,412

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$73,530 · 0.10%
2023$85,293 · 0.14%
2022$75,910 · 0.18%
Same employer
Similar plansProfessional & Technical Services · North Carolina
McKim & Creed, Inc. NC$80.6M · 0.01%
Scottmadden, Inc. NC$80.1M · 0.08%
Rho, Inc. NC$75.3M · 0.20%
Poyner Spruill LLP NC$71.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562197884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.