Plan Ledger DOL Form 5500 · updated monthly

Brouse McDowell,401(k)

BROUSE MCDOWELL RETIREMENT SAVINGS PLAN · AKRON, OH · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Brouse McDowell, reported $72,238 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $922 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 rose from 0.09% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 635th-largest of 3,295 plans among Ohio employers on file, and the 2,660th of 11,654 in professional & technical services. In 2023, employees put in $10.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,517,319
Participants with balances169
Active participants124
Employer contributions$114,274
Employee contributions$1,237,422
Employer contribution per active participant$922
Average account balance$310,753
Benefits paid to participants$6,054,529
Plan auditUnmodified (clean) audit opinion
AuditorHOLBROOK & MANTER
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $80K emplr
2023$52.5M · 169 accts · $114K emplr
2022$48.4M · 169 accts · $104K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$32,321
Investment management$39,688
Total administrative$72,238
The Brouse McDowell, 401(k) match · 2023
Employer contribution per active participant$922
Median for plans this size$3,659
2023$922 per active participant
2022$785 per active participant

Brouse McDowell,'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EMPOWER ANNUITY INSURANCE COMPANY O · Loan processing · Contract administrator$21,212
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (participants) · Investment advisory (plan)$49,832

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

Administrative cost history3
2024Not separately reported
2023$72,238 · 0.14%
2022$49,282 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Ohio
Sei-Services LLC OH$53.3M · 0.28%
Gbq Holdings, LLC OH$53.0M · 0.01%
Directions Research, Inc. OH$52.5M · 0.17%
Hixson Incorporated OH$51.0M · 0.05%
Dunnhumby Inc. OH$50.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341108723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.