Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants100-249
Cohort2,863 peers
Snapshot2025
33
Participant deferral / active EE
$3,934
median $6,240
51
Employer contribution / active EE
$2,631
median $2,364
93
Participation rate
99.2%
median 80.2%
31
Avg account balance
$44,832
median $70,693
85
Admin fee / account holder
$85
median $517
35
Annual return
16.35%
median 17.89%
Overall peer rank
55of 100
55th percentileavg across 6 metrics
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This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$14K
$105 / participant
Investment mgmt$1K7.5%
Contract admin$11K80.5%
Other / not subdivided$2K12.1%
% of EOY assets
0.189%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.