Plan Ledger DOL Form 5500 · updated monthly

Car-Graph, Inc.401(k)

CGI GROUP EMPLOYEE RETIREMENT PLAN · TEMPE, AZ · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Car-Graph, Inc. reported $26,692 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,473 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 0.23% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 473rd-largest of 1,285 plans among Arizona employers on file, and 7,514th of 13,661 in manufacturing. In 2023, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,632,914
Participants with balances97
Active participants91
Employer contributions$316,040
Employee contributions$390,200
Employer contribution per active participant$3,473
Average account balance$140,546
Benefits paid to participants$1,577,947
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$13.6M · 97 accts · $316K emplr
2022$12.6M · 101 accts · $329K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,064
Trustee / custodial$5,628
Total administrative$26,692
The Car-Graph, Inc. 401(k) match · 2023
Employer contribution per active participant$3,473
Median for plans this size$2,440
2023$3,473 per active participant
2022$4,011 per active participant

Car-Graph, Inc.'s 2023 employer contribution ran above 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 · 20232
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$21,064
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$5,628

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$26,692 · 0.20%
2022$30,885 · 0.23%
Similar plansManufacturing · Arizona
American Ad Bag AZ$13.7M · 0.52%
Interface Inc AZ$13.7M · 0.46%
Kalil Bottling Co. AZ$12.9M · 0.13%
Medical Device Inc. AZ$12.7M · 0.31%
Drake Companies AZ$12.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860198988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.