Plan Snapshot
- Plan Sponsor: Computershare Us Services INC.
- Sponsor EIN: 202974794
- Sponsor Address: 150 ROYALL ST, CANTON, MA, 020211031
- Plan Type: 401(k)
- Total Participants: 4,479
- Total Assets: $634.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,479 | $634.8M | $16.8M | $37.4M |
| 2023 | 5,902 | $611.7M | $19.2M | $40.4M |
| 2022 | 6,368 | $521.8M | $18.7M | $38.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $212,892 | — | $212,892 |
| AON INVESTMENTS USA INC. | CONSULTANT | $62,625 | — | $62,625 |
| PRICEWATERHOUSEWATERS LLC | ACCOUNTANT/AUDITOR | $31,137 | — | $31,137 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PRICEWATERHOUSEWATERS LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,654
- Estimated Expense Ratio: 0.048% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $307,654 | $32,137 | $1,800 | — | — |
| 2023 | $454,944 | — | $2,400 | — | — |
| 2022 | $435,618 | $79,063 | — | — | $25,000 |