Plan Ledger DOL Form 5500 · updated monthly

East West Partners Club Management401(k)

EAST WEST PARTNERS CLUB MANAGEMENT 401(K) RETIREMENT PLAN · CHAPEL HILL, NC · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

East West Partners Club Management reported $23,497 in plan administrative expenses for 2022: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,297 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in North Carolina (1,758th of 2,005), and 1,838th of 2,096 in real estate & leasing. In 2022, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,170,750
Participants with balances80
Active participants34
Employer contributions$44,083
Employee contributions$110,186
Employer contribution per active participant$1,297
Average account balance$27,134
Benefits paid to participants$320,990
Plan auditUnmodified (clean) audit opinion
AuditorMELISSA G. CRITCHER, CPA, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,560
Investment management$14,937
Total administrative$23,497
The East West Partners Club Management 401(k) match · 2022
Employer contribution per active participant$1,297
Median for plans this size$1,114

East West Partners Club Management's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,497 · 0.96%
Similar plansReal Estate & Leasing · North Carolina
The Dilweg Companies LLC NC$2.3M · 0.02%
Wellington Advisors LLC NC$1.0M · 1.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561824232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.