Plan Ledger DOL Form 5500 · updated monthly

Ev Group Incorporated401(k)

EV GROUP, INCORPORATED 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Ev Group Incorporated reported $52,381 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,697 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 rose from 0.36% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 517th-largest of 1,285 plans among Arizona employers on file, and 7,352nd of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,138,367
Participants with balances260
Active participants201
Employer contributions$743,091
Employee contributions$1,523,938
Employer contribution per active participant$3,697
Average account balance$46,686
Benefits paid to participants$1,178,104
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.1M · 260 accts · $743K emplr
2023$9.7M · 158 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,857
Investment management$25,524
Total administrative$52,381
The Ev Group Incorporated 401(k) match · 2024
Employer contribution per active participant$3,697
Median for plans this size$2,416
2024$3,697 per active participant
2023$3,796 per active participant

Ev Group Incorporated's 2024 employer contribution ran above the $2,416 median for plans its size. 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,851
AMERIPRISE FINANCIAL SERVICES, INC. · Investment advisory (plan)$25,524

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history2
2024$52,381 · 0.48%
2023$31,565 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Arizona
Infoarmor, Inc. AZ$12.4M · 0.65%
Integrity Outsource, LLC AZ$12.4M · 1.48%
Statistical Research, Inc. AZ$12.3M · 0.02%
Intra Edge, Inc. AZ$11.7M · 0.73%
The Riester Corporation AZ$11.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050513460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.