Plan Ledger DOL Form 5500 · updated monthly

Accurate Group Holdings, LLC401(k)

THE ACCURATE GROUP 401(K) PROFIT SHARING PLAN · INDEPENDENCE, OH · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Accurate Group Holdings, LLC reported $166,700 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $247 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.

Across the 2 years on file its reported administrative ratio rose from 1.08% to 1.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (1,718th of 3,295), and the 926th of 2,096 in real estate & leasing. In 2024, employees put in $13.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,271,330
Participants with balances478
Active participants433
Employer contributions$106,801
Employee contributions$1,458,438
Employer contribution per active participant$247
Average account balance$27,764
Benefits paid to participants$2,337,338
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 478 accts · $107K emplr
2023$10.8M · 487 accts · $213K emplr
2022$8.9M · 497 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,573
Investment management$46,177
Total administrative$166,700
The Accurate Group Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$247
Median for plans this size$2,416
2024$247 per active participant
2023$543 per active participant
2022$475 per active participant

Accurate Group Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
CBIZ INVESTMENT ADVISORY SERVICES$46,177
CBIZ BENEFITS AND INS SERVICES · Other servicesindirect comp

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

Administrative cost history3
2024$166,700 · 1.39%
2023$115,375 · 1.17%
2022$106,204 · 1.08%
Similar plansReal Estate & Leasing · Ohio
Vinebrook Homes, LLC OH$14.6M · 0.65%
Goldberg Companies, Inc. OH$13.4M · 0.71%
A & a Safety, Inc. OH$12.6M · 0.62%
Budget Dumpster OH$12.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264285688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.