Plan Ledger DOL Form 5500 · updated monthly

Jackson Healthcare, LLC401(k)

JACKSON HEALTHCARE 401(K) SAVINGS PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Jackson Healthcare, LLC reported $802,449 in plan administrative expenses for 2024: 0.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,945 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 rose from 0.28% to 0.43%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 169th-largest of 2,160 plans among Georgia employers on file, and the 97th of 2,534 in administrative & support services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 1,558 to 2,412 since 2022.

Plan summary
Net assets, end of year$206,093,511
Participants with balances2,826
Active participants2,412
Employer contributions$9,515,089
Employee contributions$22,056,662
Employer contribution per active participant$3,945
Average account balance$72,928
Benefits paid to participants$20,229,219
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS BENATOR & LIBBY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$206.1M · 2,826 accts · $9.5M emplr
2023$167.7M · 2,510 accts · $7.3M emplr
2022$116.4M · 1,910 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$670,591
Investment management$81,680
Audit (IQPA)$50,178
Total administrative$802,449
The Jackson Healthcare, LLC 401(k) match · 2024
Employer contribution per active participant$3,945
Median for plans this size$3,635
2024$3,945 per active participant
2023$3,421 per active participant
2022$2,597 per active participant

Jackson Healthcare, LLC'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 · 20248
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$457,736
ORENDA RETIREMENT, LLC · Contract administrator · Other services$103,925
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$81,680
EGPS · Contract administrator$69,973
WBL ADVISORS · Accounting / audit$50,189
KILPATRICK · Legal$39,993
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
RESOURCES INVESTMENT ADVISORS, LLC · Investment advisory (participants)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
2024$802,449 · 0.43%
2023$453,022 · 0.32%
2022$349,115 · 0.28%
Same employer
Similar plansAdministrative & Support Services · Georgia
Insight Global, LLC GA$486.9M · 0.17%
Dlh Holdings Corp. GA$156.8M · 0.21%
First Advantage Corporation GA$86.9M · 0.09%
Teamwork Services, Inc. GA$58.9M · 0.24%
Arrow Exterminators, Inc. GA$56.9M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810652936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.