Plan Ledger DOL Form 5500 · updated monthly

The Club Management Association of America401(k)

CLUB RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

The Club Management Association of America reported $1,717,637 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,107 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 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 128th-largest of 2,266 plans among Virginia employers on file, and the 60th of 3,341 in other services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 4,884 to 7,235 since 2022.

Plan summary
Net assets, end of year$262,508,429
Participants with balances5,168
Active participants7,235
Employer contributions$8,010,834
Employee contributions$16,706,786
Employer contribution per active participant$1,107
Average account balance$50,795
Benefits paid to participants$21,405,926
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$262.5M · 5,168 accts · $8.0M emplr
2023$220.4M · 4,632 accts · $6.2M emplr
2022$169.2M · 3,630 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,717,637
Total administrative$1,717,637
The The Club Management Association of America 401(k) match · 2024
Employer contribution per active participant$1,107
Median for plans this size$3,635
2024$1,107 per active participant
2023$963 per active participant
2022$1,020 per active participant

The Club Management Association of America's 2024 employer contribution ran below the $3,635 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 · 202411
EVERHART FINANCIAL GROUP INC. · Investment advisory (plan)$470,065
EMPOWER ADVISORY GROUP, LLC · Investment management$402,139
DCSRETIRE, INC · Contract administrator$232,889
HANCOCK ASKEW & CO. LLP · Accounting / audit$46,770
KATHMERE CAPITAL MGT LLC · Investment advisory (plan)$23,364
EVERHART FINANCIAL GROUP INC$18,420
HOBART PRIVATE CAPITAL LLC · Investment advisory (plan)$17,166
LPL FINANCIAL, LLC · Investment advisory (plan)$15,048
DCSRETIRE INC$1,499
MORGAN STANLEY SMITH BARNEYindirect 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$1,717,637 · 0.71%
2023$1,322,964 · 0.68%
2022$1,283,878 · 0.75%
Similar plansOther Services · Virginia
The Cna Corporation VA$601.3M · 0.03%
Acce Benefit Trust VA$539.1M · 0.33%
Noblis, Inc. VA$533.2M · 0.05%
Ecs Federal, LLC VA$368.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530235732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.