Plan Ledger DOL Form 5500 · updated monthly

Doterra International LLC401(k)

DOTERRA 401(K) PLAN · PLEASANT GROVE, UT · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Doterra International LLC reported $245,687 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,288 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 0.40% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 103rd-largest of 848 plans among Utah employers on file, and the 429th of 5,215 in retail trade. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has shrunk from 2,389 to 1,570 since 2022.

Plan summary
Net assets, end of year$83,150,080
Participants with balances1,483
Active participants1,570
Employer contributions$3,592,328
Employee contributions$6,859,453
Employer contribution per active participant$2,288
Average account balance$56,069
Benefits paid to participants$12,230,823
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$83.2M · 1,483 accts · $3.6M emplr
2023$74.3M · 1,621 accts · $3.8M emplr
2022$56.4M · 1,709 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180,886
Investment management$64,706
Total administrative$245,687
The Doterra International LLC 401(k) match · 2024
Employer contribution per active participant$2,288
Median for plans this size$3,635
2024$2,288 per active participant
2023$1,834 per active participant
2022$1,606 per active participant

Doterra International LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$180,885
RAYMOND JAMES · Investment advisory (plan)$64,740

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$245,687 · 0.31%
2023$213,537 · 0.33%
2022$229,585 · 0.40%
Same employer
Similar plansRetail Trade · Utah
Lhm Adm Ben, Inc. UT$128.2M · 0.21%
Lifetime Products, Inc. UT$101.6M · 0.09%
Harmon City, Inc. UT$97.8M · 0.38%
1-800 Contacts, Inc. UT$73.0M · 0.36%
Transport Equipment Company UT$68.7M · 0.21%
Arnold Machinery Company UT$55.1M · 0.03%
Cricut, Inc. UT$53.4M

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Source: U.S. Department of Labor, Form 5500 series, EIN 261898940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.