Plan Ledger DOL Form 5500 · updated monthly

Composite Analysis Group, Inc. D401(k)

LIPSEY LOGISTICS WORLDWIDE 401(K) PLAN · CHATTANOOGA, TN · plan year 2023

Reported admin expense ratio · 2023
1.64%

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

Composite Analysis Group, Inc. D reported $21,865 in plan administrative expenses for 2023: 1.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $645 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 1.85% to 1.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,366th of 1,496), and 2,213th of 2,677 in transportation & warehousing. In 2023, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,478,569
Participants with balances105
Active participants85
Employer contributions$54,820
Employee contributions$234,925
Employer contribution per active participant$645
Average account balance$14,082
Benefits paid to participants$259,107
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 105 accts · $55K emplr
2022$1.2M · 144 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,865
Total administrative$21,865
The Composite Analysis Group, Inc. D 401(k) match · 2023
Employer contribution per active participant$645
Median for plans this size$1,308

Composite Analysis Group, Inc. D's 2023 employer contribution ran below the $1,308 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 · 20231
ADP, INC. · Loan processing · Recordkeeping$21,864

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$21,865 · 1.64%
2022$21,033 · 1.85%
Similar plansTransportation & Warehousing · Tennessee
Nickey Warehouses, Inc. TN$1.7M · 1.59%
Tranco Logistics, LLC TN$1.7M · 1.42%
Fleet Equipment, LLC TN$1.6M · 0.03%
Cdi Services, Inc. TN$1.4M · 0.79%
Beacon Transport, LLC TN$1.1M · 0.55%
Accelerated Courier TN$1.1M · 2.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721148282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.