Plan Ledger DOL Form 5500 · updated monthly

Eg Retail (America) LLC401(k)

EG AMERICA EMPLOYEE SAVINGS PLAN · WESTBOROUGH, MA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Eg Retail (America) LLC reported $643,289 in plan administrative expenses for 2024: 0.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $318 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 0.25% to 0.20%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 163rd-largest of 2,726 plans among Massachusetts employers on file, and the 152nd of 5,215 in retail trade. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has grown from 15,056 to 16,690 since 2022.

Plan summary
Net assets, end of year$337,933,659
Participants with balances12,063
Active participants16,690
Employer contributions$5,305,777
Employee contributions$17,353,138
Employer contribution per active participant$318
Average account balance$28,014
Benefits paid to participants$48,297,396
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$337.9M · 12,063 accts · $5.3M emplr
2023$317.3M · 18,388 accts · $15.5M emplr
2022$267.0M · 18,630 accts · $15.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$528,318
Investment management$114,971
Total administrative$643,289
The Eg Retail (America) LLC 401(k) match · 2024
Employer contribution per active participant$318
Median for plans this size$4,294
2024$318 per active participant
2023$1,071 per active participant
2022$1,012 per active participant

Eg Retail (America) LLC's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$528,318
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$114,971

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$643,289 · 0.20%
2023$810,320 · 0.28%
2022$737,803 · 0.25%
Same employer
Similar plansRetail Trade · Massachusetts
Ahold USA, Inc. MA$910.2M · 0.08%
Bj's Wholesale Club Inc MA$661.1M · 0.13%
Big Y Foods, Inc. MA$573.8M · 0.12%
Usr Parent Inc. MA$404.6M · 0.13%
The Talbots LLC MA$236.6M · 0.26%
W. B. Mason Co. Inc. MA$204.9M · 0.21%
Jordans Furniture, Inc. MA$169.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824682572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.