Plan Ledger DOL Form 5500 · updated monthly

United Mailing Services, Inc.Profit-sharing plan

UNITED MAILING SERVICES, INC. PROFIT SHARING PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

United Mailing Services, Inc. reported $2,375 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $467 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 0.06% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,432nd of 1,936), and the 1,164th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$7,780,439
Participants with balances241
Active participants214
Employer contributions$100,000
Employee contributions—
Employer contribution per active participant$467
Average account balance$32,284
Benefits paid to participants$210,680
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 241 accts · $100K emplr
2023$6.8M · 218 accts · $100K emplr
2022$6.0M · 210 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,375
Total administrative$2,375
Employer contributions to the United Mailing Services, Inc. plan · 2024
Employer contribution per active participant$467
Median for plans this size$1,313
2024$467 per active participant
2023$498 per active participant
2022$505 per active participant

United Mailing Services, Inc.'s 2024 employer contribution ran below the $1,313 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
RBC WEALTH MANAGEMENT · Securities brokerageindirect comp

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$2,375 · 0.03%
2023$2,830 · 0.04%
2022$3,944 · 0.06%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Qps Employment Group, Inc. WI$12.3M · 0.58%
Edge One, LLC WI$9.3M · 0.30%
Out Source Inc. WI$5.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391668540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.