Plan Ledger DOL Form 5500 · updated monthly

Jamul Indian Village Development Corporation401(k)

JAMUL INDIAN VILLAGE DEVELOPMENT CORPORATION 401(K) RETIREMENT SAVINGS PLAN · JAMUL, CA · plan year 2023

Reported admin expense ratio · 2023
1.10%

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

Jamul Indian Village Development Corporation reported $122,446 in plan administrative expenses for 2023: 1.10% of average plan assets, higher than ~90% of peers. Employer contributions averaged $848 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 has held roughly steady near 1.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other public administration employers. By assets it is the 4,732nd-largest of 9,483 plans among California employers on file, and the 42nd of 90 in public administration. In 2023, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,108,232
Participants with balances1,167
Active participants1,103
Employer contributions$935,538
Employee contributions$2,763,884
Employer contribution per active participant$848
Average account balance$11,232
Benefits paid to participants$1,698,352
Plan history2
Yearassets · accounts · employer contribution
2023$13.1M · 1,167 accts · $936K emplr
2022$9.1M · 1,070 accts · $784K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$97,122
Investment management$25,324
Total administrative$122,446
The Jamul Indian Village Development Corporation 401(k) match · 2023
Employer contribution per active participant$848
Median for plans this size$2,440
2023$848 per active participant
2022$715 per active participant

Jamul Indian Village Development Corporation's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$96,975
ALLIANT INSURANCE SERVICES, INC. · Investment advisory (plan)$25,471

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

Administrative cost history2
2023$122,446 · 1.10%
2022$96,205 · 1.14%
Same employer
Similar plansPublic Administration · California
Tachi Yokut Tribe CA$51.1M · 0.07%
Redding Rancheria CA$25.6M · 0.06%
Jvs Socal CA$1.1M · 1.32%
Bishop Paiute Tribe CA$824K · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475387551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.