Plan Ledger DOL Form 5500 · updated monthly

Educational Enrichment Systems, Inc.401(k)

EES 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Educational Enrichment Systems, Inc. reported $80,528 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $14,703 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 0.59% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,540th-largest of 9,483 plans among California employers on file, and the 3,596th of 11,911 in health care & social assistance. In 2024, the employer put in $6.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,713,729
Participants with balances265
Active participants219
Employer contributions$3,220,000
Employee contributions$512,968
Employer contribution per active participant$14,703
Average account balance$78,165
Benefits paid to participants$295,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 265 accts · $3.2M emplr
2023$15.2M · 284 accts · $3.7M emplr
2022$10.0M · 269 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,819
Investment management$42,709
Total administrative$80,528
The Educational Enrichment Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$14,703
Median for plans this size$2,416
2024$14,703 per active participant
2023$16,944 per active participant
2022$19,420 per active participant

Educational Enrichment Systems, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$3,132
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$42,709

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$80,528 · 0.45%
2023$52,009 · 0.41%
2022$44,678 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · California
Pathpoint CA$20.9M · 0.03%
Toi Management, LLC CA$20.8M · 0.41%
Catalyst Family Inc. CA$20.6M · 0.63%
Bt Bidco, Inc. CA$20.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953415446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.