Plan Ledger DOL Form 5500 · updated monthly

Douville-Johnston Corporation401(k)

D-J AFFILIATED GROUP 401(K) PLAN · ALPENA, MI · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Douville-Johnston Corporation reported $30,804 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,137 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 1 year on file its reported administrative ratio rose from 0.26% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (1,491st of 2,619), and 2,826th of 4,246 in wholesale trade. In 2023, employees put in $3.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,692,416
Participants with balances85
Active participants75
Employer contributions$85,275
Employee contributions$332,489
Employer contribution per active participant$1,137
Average account balance$125,793
Benefits paid to participants$1,798,476
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$10.7M · 85 accts · $85K emplr
2022$10.3M · 142 accts · $113K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,405
Investment management$25,399
Total administrative$30,804
The Douville-Johnston Corporation 401(k) match · 2023
Employer contribution per active participant$1,137
Median for plans this size$2,440
2023$1,137 per active participant
2022$537 per active participant

Douville-Johnston Corporation's 2023 employer contribution ran below the $2,440 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
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$5,405
REHMANN RETIREMENT BUILDERS · Investment advisory (plan)$25,399

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

Administrative cost history2
2023$30,804 · 0.29%
2022$28,881 · 0.26%
Same employer
Similar plansWholesale Trade · Michigan
Lowry Solutions, Inc. MI$11.9M · 0.31%
King Steel Corporation MI$11.5M · 0.36%
Vq, Inc. MI$11.5M · 0.94%
Pureflex, Inc MI$10.5M · 0.03%
Wenke Greenhouses MI$10.3M · 0.24%
Brown-Campbell Company MI$10.0M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 381273676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.