Plan Ledger DOL Form 5500 · updated monthly

Jaggaer, LLC401(k)

JAGGAER, LLC RETIREMENT SAVINGS PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Jaggaer, LLC reported $119,630 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,825 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 0.10% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 235th-largest of 2,005 plans among North Carolina employers on file, and the 356th of 2,199 in information & media. In 2024, employees put in $5.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$84,505,080
Participants with balances527
Active participants364
Employer contributions$1,028,463
Employee contributions$5,164,628
Employer contribution per active participant$2,825
Average account balance$160,351
Benefits paid to participants$3,671,304
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.5M · 527 accts · $1.0M emplr
2023$70.5M · 534 accts · $1.0M emplr
2022$57.3M · 556 accts · $778K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,734
Investment management$32,986
Total administrative$119,630
The Jaggaer, LLC 401(k) match · 2024
Employer contribution per active participant$2,825
Median for plans this size$3,635
2024$2,825 per active participant
2023$2,830 per active participant
2022$1,996 per active participant

Jaggaer, LLC's 2024 employer contribution ran below 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 · 20242
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$32,896

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$119,630 · 0.15%
2023$88,011 · 0.14%
2022$62,276 · 0.10%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 562127592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.