Plan Ledger DOL Form 5500 · updated monthly

Accordcare401(k)

ACCORDCARE 401(K) RETIREMENT PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.54%

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

Accordcare reported $42,870 in plan administrative expenses for 2024: 1.54% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,963rd of 2,160), and 10,217th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,807,646
Participants with balances122
Active participants3,443
Employer contributions$0
Employee contributions$378,717
Employer contribution per active participant$0
Average account balance$14,817
Benefits paid to participants$418,503
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,729
Investment management$16,141
Total administrative$42,870
The Accordcare 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Accordcare's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,839
EMPOWER ADVISORY GROUP, LLC · Investment management$3,127
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$175

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

Administrative cost history1
2024$42,870 · 1.54%
Similar plansHealth Care & Social Assistance · Georgia
Medical Associates Plus GA$2.2M · 1.05%
Select Health Care, Inc. GA$2.1M · 0.27%
Ghc Hospice GA$1.8M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453166348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.