Navex Global, Inc. 401(k) Review & Grade
Navex Global 401(k) Plan
Lake Oswego, ORAdministrative, Support & Staffing Services1,044 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,197Employer $ per active participant
$7,753Employee $ saved per active participant
0.18%Direct admin cost, % of plan assets
$94.8MNet plan assets, end of year
$68,660Average balance per account
Score breakdown
- Employer generosity40.6 / 5081th percentile for employer $ per participant
- Low cost14.3 / 2557th percentile for low admin cost vs. same-size plans
- Employee saving13.7 / 1591th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score72 / 100 · Grade B
This plan vs. peers
Peers: Administrative, Support & Staffing Services plans with 500–2,499 active participants (401 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 81th |
| Lower admin cost | 57th |
| Employee saving | 91th |
| Peers that auto-enroll | 27% |
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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
- Navex Global put in about $2,197 per active participant, more than the typical peer ($712). 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.
- 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 | $2,294,890 |
| Participant (employee) contributions | $8,097,673 |
| Other contributions (incl. rollovers in) | $425,389 |
| Administrative expenses paid from the plan | $160,580 |
| Benefits paid out | $8,964,802 |
| Net assets, start / end of year | $80.9M / $94.8M |
| Active participants, start / end of year | 1,110 / 979 |
| Participants with account balances | 1,381 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | KBF Cpas - Audit, LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $160,580 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251007134528NAL0004851169001, received 2025-10-07, EIN 03-0513136, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.