Plan Ledger DOL Form 5500 · updated monthly

Esquire Deposition Solutions, LLC401(k)

ESQUIRE DEPOSITION SOLUTIONS, LLC 401(K) PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Esquire Deposition Solutions, LLC reported $102,234 in plan administrative expenses for 2023: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $738 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 1 year on file its reported administrative ratio fell from 0.67% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 867th-largest of 2,160 plans among Georgia employers on file, and the 5,548th of 11,654 in professional & technical services. In 2023, employees put in $5.77 for every $1.00 the employer contributed; active participation has grown from 491 to 634 since 2022.

Plan summary
Net assets, end of year$19,974,897
Participants with balances656
Active participants634
Employer contributions$467,841
Employee contributions$2,697,500
Employer contribution per active participant$738
Average account balance$30,450
Benefits paid to participants$1,161,666
Plan auditUnmodified (clean) audit opinion
AuditorAGL CPA GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $18K emplr
2023$20.0M · 656 accts · $468K emplr
2022$14.3M · 492 accts · $383K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$102,234
Total administrative$102,234
The Esquire Deposition Solutions, LLC 401(k) match · 2023
Employer contribution per active participant$738
Median for plans this size$2,440
2023$738 per active participant
2022$781 per active participant

Esquire Deposition Solutions, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$102,233
WELLS FARGO CLEARING SER · Investment advisory (plan)indirect comp
ASCENSUS · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024Not separately reported
2023$102,234 · 0.60%
2022$100,613 · 0.67%
Same employer
Similar plansProfessional & Technical Services · Georgia
Mstiller LLC GA$21.3M · 0.33%
Proliant, Inc. GA$21.1M · 0.44%
Fineline Technologies, Inc. GA$20.7M · 0.37%
Fg Ventures, LLC GA$20.3M · 0.42%
Streamline Health, Inc. GA$19.6M · 0.23%
Vatica Health, Inc. GA$19.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453463120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.