Plan Ledger DOL Form 5500 · updated monthly

J.D. Power401(k)

J. D. POWER 401(K) PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

J.D. Power reported $198,303 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,779 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 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 126th-largest of 2,619 plans among Michigan employers on file, and the 684th of 11,654 in professional & technical services. In 2024, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$240,090,861
Participants with balances1,125
Active participants886
Employer contributions$3,348,085
Employee contributions$11,294,486
Employer contribution per active participant$3,779
Average account balance$213,414
Benefits paid to participants$9,654,659
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$240.1M · 1,125 accts · $3.3M emplr
2023$206.6M · 1,155 accts · $3.4M emplr
2022$173.0M · 1,132 accts · $3.0M emplr
The J.D. Power 401(k) match · 2024
Employer contribution per active participant$3,779
Median for plans this size$3,635
2024$3,779 per active participant
2023$3,784 per active participant
2022$3,429 per active participant

J.D. Power's 2024 employer contribution ran above the $3,635 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$84,879
VANGUARD ADVISERS INC. · Investment advisory (participants)$59,874
SAGEVIEW ADVISORY GROUP, LLC · Consulting$56,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$198,303 · 0.09%
2023$177,315 · 0.09%
2022$188,705 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Michigan
Dickinson Wright PLLC MI$304.9M · 0.07%
Uhy Advisors, Inc. MI$285.1M · 0.01%
Health Management Associates MI$224.2M · 0.05%
Stout Risius Ross, LLC MI$218.0M · 0.04%
Rehmann LLC MI$217.2M · 0.06%
Htc Global Services, Inc. MI$201.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952572471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.