Plan Ledger DOL Form 5500 · updated monthly

Eli Research, LLC401(k)

ELI RESEARCH, LLC PROFIT SHARING PLAN AND TRUST · DURHAM, NC · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Eli Research, LLC reported $291,526 in plan administrative expenses for 2022: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $516 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other information & media employers. By assets it is the 557th-largest of 2,005 plans among North Carolina employers on file, and the 770th of 2,199 in information & media. In 2022, employees put in $5.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,465,955
Participants with balances796
Active participants1,217
Employer contributions$628,080
Employee contributions$3,312,657
Employer contribution per active participant$516
Average account balance$38,274
Benefits paid to participants$5,673,389
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$183,079
Investment management$56,938
Professional / advisory$51,509
Total administrative$291,526
The Eli Research, LLC 401(k) match · 2022
Employer contribution per active participant$516
Median for plans this size$2,266

Eli Research, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$291,526 · 0.78%
Similar plansInformation & Media · North Carolina
Nwn Corporation NC$44.1M · 0.11%
Team Ronco Incorporated NC$31.1M · 0.22%
Pace Communications, Inc. NC$30.0M · 0.29%
Relay, Inc. NC$27.7M · 0.26%
Ascom US, Inc. NC$25.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261356923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.