Plan Ledger DOL Form 5500 · updated monthly

Control Risks Group, LLC401(k)

CONTROL RISKS GROUP, LLC PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Control Risks Group, LLC reported $112,691 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $6,689 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 0.295%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 196th-largest of 618 plans among District of Columbia employers on file, and the 3,172nd of 11,654 in professional & technical services. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,228,243
Participants with balances575
Active participants342
Employer contributions$2,287,668
Employee contributions$3,719,038
Employer contribution per active participant$6,689
Average account balance$73,440
Benefits paid to participants$3,108,529
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 575 accts · $2.3M emplr
2023$34.1M · 324 accts · $2.2M emplr
2022$26.6M · 524 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,619
Investment management$78,072
Total administrative$112,691
The Control Risks Group, LLC 401(k) match · 2024
Employer contribution per active participant$6,689
Median for plans this size$2,416
2024$6,689 per active participant
2023$6,982 per active participant
2022$5,615 per active participant

Control Risks Group, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$65,886
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$34,619
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,186

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$112,691 · 0.30%
2023$106,684 · 0.35%
2022$80,442 · 0.30%
Same employer
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Ai Sky US Bidco, Inc. DC$49.3M · 0.47%
Acdi/Voca DC$46.0M · 0.06%
Brailsford & Dunlavey, Inc. DC$44.9M · 0.29%
American Geophysical Union DC$42.0M · 0.12%
Cato Institute DC$40.3M · 0.17%
Arabella Advisors DC$40.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542007787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.