Plan Ledger DOL Form 5500 · updated monthly

Hunter, Maclean, Exley & Dunn, P.C.401(k)

HUNTER, MACLEAN, EXLEY & DUNN, P.C. 401(K) PROFIT SHARING PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Hunter, Maclean, Exley & Dunn, P.C. reported $56,959 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $8,320 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 0.21% to 0.13%. 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 512th-largest of 2,160 plans among Georgia employers on file, and the 3,058th of 11,654 in professional & technical services. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,016,351
Participants with balances131
Active participants97
Employer contributions$807,003
Employee contributions$1,134,617
Employer contribution per active participant$8,320
Average account balance$336,003
Benefits paid to participants$4,322,069
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 131 accts · $807K emplr
2023$40.4M · 144 accts · $785K emplr
2022$36.3M · 136 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,479
Investment management$21,041
Audit (IQPA)$2,439
Total administrative$56,959
The Hunter, Maclean, Exley & Dunn, P.C. 401(k) match · 2024
Employer contribution per active participant$8,320
Median for plans this size$2,416
2024$8,320 per active participant
2023$8,010 per active participant
2022$7,732 per active participant

Hunter, Maclean, Exley & Dunn, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,509
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$17,688

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$56,959 · 0.13%
2023$64,920 · 0.17%
2022$82,092 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Georgia
Symphona LLP GA$48.5M · 0.49%
Cardlytics, Inc. GA$48.2M · 0.22%
Greensky LLC GA$47.7M · 0.42%
Windham Brannon, LLC GA$45.7M · 0.09%
Guided by Good GA$43.0M · 0.13%
Alliant Health Group, Inc. GA$42.8M · 0.18%
Tech Systems GA$42.7M

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Source: U.S. Department of Labor, Form 5500 series, EIN 582211993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.