Plan Ledger DOL Form 5500 · updated monthly

Boomtown Roi, LLC401(k)

BOOMTOWN ROI, LLC 401(K) PLAN · CHARLESTON, SC · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Boomtown Roi, LLC reported $58,920 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,154 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 1 year on file its reported administrative ratio fell from 0.53% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 351st-largest of 807 plans among South Carolina employers on file, and 6,833rd of 11,654 in professional & technical services. In 2023, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,977,251
Participants with balances335
Active participants283
Employer contributions$609,480
Employee contributions$1,317,630
Employer contribution per active participant$2,154
Average account balance$41,723
Benefits paid to participants$2,482,655
Plan auditUnmodified (clean) audit opinion
AuditorLEGARE BAILEY & HINSKE, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$14.0M · 335 accts · $609K emplr
2022$12.4M · 395 accts · $734K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,040
Investment management$44,864
Total administrative$58,920
The Boomtown Roi, LLC 401(k) match · 2023
Employer contribution per active participant$2,154
Median for plans this size$2,440
2023$2,154 per active participant
2022$1,460 per active participant

Boomtown Roi, LLC's 2023 employer contribution ran below the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SAOS CAPITAL LLC · Investment advisory (plan)$25,406
THE WATERFORD GROUP LLC · Investment advisory (plan)$19,458
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,040

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

Administrative cost history2
2023$58,920 · 0.45%
2022$68,877 · 0.53%
Same employer
Similar plansProfessional & Technical Services · South Carolina
Rogers Townsend LLC SC$14.9M · 0.39%
Altron, Inc. SC$14.6M · 0.43%
Sib Midco, LLC SC$14.1M · 0.83%
Brandon Advertising, Inc. SC$13.4M · 0.46%
Tfe, Inc. SC$11.9M · 0.32%
Synterra Corporation SC$11.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471377213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.