Plan Ledger DOL Form 5500 · updated monthly

Worldcom Exchange, Inc.401(k)

WORLDCOM EXCHANGE, INC. 401(K) PLAN · SALEM, NH · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Worldcom Exchange, Inc. reported $72,986 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,775 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 fell from 0.55% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 107th-largest of 411 plans among New Hampshire employers on file, and the 3,777th of 11,654 in professional & technical services. In 2025, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 153 to 209 since 2022.

Plan summary
Net assets, end of year$34,085,141
Participants with balances190
Active participants209
Employer contributions$788,930
Employee contributions$2,565,807
Employer contribution per active participant$3,775
Average account balance$179,395
Benefits paid to participants$745,683
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.1M · 190 accts · $789K emplr
2024$27.0M · 174 accts · $689K emplr
2023$22.2M · 154 accts · $566K emplr
2022$17.3M · 143 accts · $526K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,473
Investment management$65,513
Total administrative$72,986
The Worldcom Exchange, Inc. 401(k) match · 2025
Employer contribution per active participant$3,775
Median for plans this size$2,666
2025$3,775 per active participant
2024$3,664 per active participant
2023$3,388 per active participant
2022$3,438 per active participant

Worldcom Exchange, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
OSAIC WEALTH, INC · Investment advisory (plan)$65,501
THE ANGELL PENSION GROUP INC · Contract administrator$950

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

Administrative cost history4
2025$72,986 · 0.24%
2024$56,682 · 0.23%
2023$60,083 · 0.30%
2022$102,525 · 0.55%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Microdesk, LLC. NH$37.7M · 0.35%
Rightworks, LLC NH$36.8M · 0.20%
Blue Mantis, Inc NH$32.6M · 0.20%
Ballentine Partners, LLC NH$29.7M · 0.01%
Appcast, Inc. NH$29.6M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043061090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.