Plan Ledger DOL Form 5500 · updated monthly

Exceeding Expectations, Inc.401(k)

EXCEEDING EXPECTATIONS 401(K) PLAN · SARATOGA SPRINGS, NY · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Exceeding Expectations, Inc. reported $12,124 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (4,651st of 5,648), and the 996th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$4,147,033
Participants with balances102
Active participants77
Employer contributions$0
Employee contributions$123,558
Employer contribution per active participant$0
Average account balance$40,657
Benefits paid to participants$156,707
Plan auditUnmodified (clean) audit opinion
AuditorFREDETTE,SANKOWSI AND COMPANY
The Exceeding Expectations, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Exceeding Expectations, Inc.'s 2022 employer contribution ran below the $1,114 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$12,124 · 0.27%
Similar plansAccommodation & Food Services · New York
Momo Holdings LLC NY$4.3M · 0.20%
Sixty Hotels, LLC NY$4.2M · 0.02%
Common Living, Inc. NY$4.2M · 0.36%
Mighty Taco. Inc. NY$4.1M · 0.84%
Nicotra Group, LLC NY$3.8M · 0.05%
Mfpjjrt Enterprises, Inc. NY$3.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141789602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.