Plan Ledger DOL Form 5500 · updated monthly

Clinical Research Investments, LLC401(k)

ACCEL CLINICAL RESEARCH SAVINGS PLAN · DELAND, FL · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Clinical Research Investments, LLC reported $2,380 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,045 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,164th of 3,644), and 10,239th of 11,911 in health care & social assistance. In 2022, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,771,220
Participants with balances74
Active participants128
Employer contributions$133,762
Employee contributions$298,381
Employer contribution per active participant$1,045
Average account balance$23,935
Benefits paid to participants$143,076
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,380
Total administrative$2,380
The Clinical Research Investments, LLC 401(k) match · 2022
Employer contribution per active participant$1,045
Median for plans this size$1,114

Clinical Research Investments, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,380 · 0.13%
Similar plansHealth Care & Social Assistance · Florida
St. Mark Village, Inc. FL$1.8M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203896456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.