Plan Ledger DOL Form 5500 · updated monthly

Ct Junior Republic Association Inc.401(k)

CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INC. DEFERRED COMPENSATION THRIFT PLAN · LITCHFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Ct Junior Republic Association Inc. reported $5,388 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,666 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 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 519th-largest of 1,106 plans among Connecticut employers on file, and the 3,391st of 11,911 in health care & social assistance. In 2024, employees put in $3.03 for every $1.00 the employer contributed; active participation has shrunk from 235 to 160 since 2022.

Plan summary
Net assets, end of year$22,485,603
Participants with balances208
Active participants160
Employer contributions$266,513
Employee contributions$808,628
Employer contribution per active participant$1,666
Average account balance$108,104
Benefits paid to participants$2,732,400
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 208 accts · $267K emplr
2023$21.4M · 209 accts · $224K emplr
2022$18.8M · 190 accts · $219K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125
Investment management$5,263
Total administrative$5,388
The Ct Junior Republic Association Inc. 401(k) match · 2024
Employer contribution per active participant$1,666
Median for plans this size$2,416
2024$1,666 per active participant
2023$783 per active participant
2022$930 per active participant

Ct Junior Republic Association Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,263

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$5,388 · 0.02%
2023$4,787 · 0.02%
2022$4,345 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Icare Management, LLC CT$23.7M · 0.47%
The Eye Care Group, P.C. CT$22.5M · 0.47%
Anb-Ptsma Holdings, Inc. CT$21.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.