Plan Ledger DOL Form 5500 · updated monthly

Delaware Nation Economic Development Authority401(k)

DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Delaware Nation Economic Development Authority reported $120,512 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,192 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 2 years on file its reported administrative ratio fell from 0.60% to 0.36%. 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 148th-largest of 724 plans among Oklahoma employers on file, and the 3,380th of 11,654 in professional & technical services. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 834 to 1,483 since 2022.

Plan summary
Net assets, end of year$38,881,739
Participants with balances1,499
Active participants1,483
Employer contributions$1,767,209
Employee contributions$6,739,672
Employer contribution per active participant$1,192
Average account balance$25,938
Benefits paid to participants$4,294,282
Plan auditUnmodified (clean) audit opinion
AuditorFINLEY & COOK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 1,499 accts · $1.8M emplr
2023$28.4M · 950 accts · $1.3M emplr
2022$19.8M · 537 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,865
Investment management$42,647
Total administrative$120,512
The Delaware Nation Economic Development Authority 401(k) match · 2024
Employer contribution per active participant$1,192
Median for plans this size$2,416
2024$1,192 per active participant
2023$1,674 per active participant
2022$1,246 per active participant

Delaware Nation Economic Development Authority's 2024 employer contribution ran below the $2,416 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 · 20245
JOHN JONES DBA SCISSORTAIL .00 EXEC · Investment advisory (plan)$46,146
EMPOWER ADVISORY GROUP, LLC · Investment management$27,990
TRISTAR PENSION,LTD · Contract administrator$17,467
CAMBRIDGE INVESTMENT .00 RESEARCH I · Investment advisory (plan)indirect 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$120,512 · 0.36%
2023$115,463 · 0.48%
2022$117,259 · 0.60%
Similar plansProfessional & Technical Services · Oklahoma
Express Services, Inc. OK$44.9M · 0.17%
Phillips Murrah, P.C. OK$44.5M · 0.22%
C.H. Guernsey & Company OK$39.8M · 0.10%
Clarion Events, Inc. OK$37.0M · 0.23%
Waterfield Technologies OK$33.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273276198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.