Plan Ledger DOL Form 5500 · updated monthly

Diakonos Group, LLC401(k)

DIAKONOS GROUP RETIREMENT SAVINGS PLAN · EDMOND, OK · plan year 2023

Reported admin expense ratio · 2023
0.81%

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

Diakonos Group, LLC reported $13,514 in plan administrative expenses for 2023: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 rose from 0.93% to 4.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (646th of 724), and 10,182nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,846,369
Participants with balances1,041
Active participants862
Employer contributions$0
Employee contributions$296,847
Employer contribution per active participant$0
Average account balance$1,774
Benefits paid to participants$193,919
Plan auditUnmodified (clean) audit opinion
AuditorWILSEY MEYER EATMON TATE PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 459 accts
2023$1.8M · 1,041 accts
2022$1.5M · 1,067 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,514
Total administrative$13,514
The Diakonos Group, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Diakonos Group, LLC'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 · 20232
CAPITAL BANK AND TRUST COMPANY · Recordkeeping · Investment management$3,775
TRISTAR PENSION LTD · Accounting / audit · Actuarial$9,739

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CAPITAL BANK AND TRUST COMPANY
2023CAPITAL BANK AND TRUST COMPANY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$86,912 · 4.95%
2023$13,514 · 0.81%
2022$14,000 · 0.93%
Similar plansHealth Care & Social Assistance · Oklahoma
Catalyst Dental LLC OK$2.0M · 1.57%
A New Leaf, Inc. OK$1.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161649197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.