Plan Ledger DOL Form 5500 · updated monthly

Escape Lodging, LLC401(k)

ESCAPE LODGING, LLC 401(K) PLAN · CANNON BEACH, OR · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Escape Lodging, LLC reported $23,151 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $265 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 0.79% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (819th of 1,021), and the 1,076th of 2,240 in accommodation & food services. In 2024, employees put in $4.39 for every $1.00 the employer contributed; active participation has grown from 232 to 283 since 2022.

Plan summary
Net assets, end of year$3,670,304
Participants with balances121
Active participants283
Employer contributions$74,917
Employee contributions$328,663
Employer contribution per active participant$265
Average account balance$30,333
Benefits paid to participants$263,519
Plan auditUnmodified (clean) audit opinion
AuditorFELLNER & KUHN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 121 accts · $75K emplr
2023$3.2M · 124 accts · $77K emplr
2022$2.8M · 120 accts · $71K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,055
Investment management$12,428
Total administrative$23,151
The Escape Lodging, LLC 401(k) match · 2024
Employer contribution per active participant$265
Median for plans this size$1,313
2024$265 per active participant
2023$273 per active participant
2022$306 per active participant

Escape Lodging, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
EDWARD D JONES & CO LP · Investment advisory (plan)$11,637
EMPOWER ADVISORY GROUP, LLC · Investment management$790
MORNINGSTAR INC DBA MORNINGSTAR ASS$668

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$23,151 · 0.68%
2023$15,673 · 0.53%
2022$23,720 · 0.79%
Same employer
Similar plansAccommodation & Food Services · Oregon
Elephants Food Group Inc. OR$4.9M · 0.69%
Aspen Lodging Group LLC OR$4.2M · 1.41%
The Allison Inn & Spa LLC OR$2.5M · 0.79%
Pig 'N Pancake Inc OR$2.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931328932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.