Mead & Hunt, Inc. 401(k) Review & Grade
Mead & Hunt, Inc. 401(k) Savings Plan
Middleton, WIProfessional, Scientific & Technical Services1,414 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$5,920Employer $ per active participant
$11,088Employee $ saved per active participant
0.15%Direct admin cost, % of plan assets
$288.7MNet plan assets, end of year
$158,700Average balance per account
Score breakdown
- Employer generosity39.4 / 5079th percentile for employer $ per participant
- Low cost15.9 / 2564th percentile for low admin cost vs. same-size plans
- Employee saving10.2 / 1568th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score76 / 100 · Grade A
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 79th |
| Lower admin cost | 64th |
| Employee saving | 68th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Mead & Hunt put in about $5,920 per active participant, more than the typical peer ($3,082). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $8,370,234 |
| Participant (employee) contributions | $15,678,402 |
| Other contributions (incl. rollovers in) | $2,593,853 |
| Administrative expenses paid from the plan | $384,730 |
| Investment advisory & management fees | $80,252 |
| Other admin expenses | $276,935 |
| Benefits paid out | $14,666,858 |
| Net assets, start / end of year | $236.6M / $288.7M |
| Active participants, start / end of year | 1,396 / 1,432 |
| Participants with account balances | 1,819 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Cliftonlarsonallen LLP |
Largest service providers (Schedule C)
| Acec Retirement Trust | $276,935 reported compensation |
| Empower Advisory Group, LLC | $80,252 reported compensation |
| Empower Annuity Insurance Company O | $27,543 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20260812142154NAL0012742963001, received 2026-08-12, EIN 39-0793822, plan #002, plan year 2024-11-01 to 2025-10-31. Verify at efast.dol.gov.