Plan Ledger DOL Form 5500 · updated monthly

Jane Marketplace, LLC401(k)

RETIREMENT INCOME SECURITY PLAN-JANE MARKETPLACE, LLC · LEHI, UT · plan year 2023

Reported admin expense ratio · 2023
1.87%

Jane Marketplace, LLC reported $48,628 in plan administrative expenses for 2023: 1.87% of average plan assets, higher than ~90% of peers. 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 1.18% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (714th of 848), and 10,672nd of 11,654 in professional & technical services. In 2023, employees put in $3.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,614,068
Participants with balances107
Active participants0
Employer contributions$110,289
Employee contributions$396,115
Employer contribution per active participant—
Average account balance$24,431
Benefits paid to participants$901,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 98 accts
2023$2.6M · 107 accts · $110K emplr
2022$2.6M · 142 accts · $136K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,286
Investment management$21,450
Trustee / custodial$892
Total administrative$48,628
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 · 20234
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$14,976
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$20,625
HEALTHEQUITY RETIREMENT SERVICES, L · Claims processing · Plan administrator$11,311
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$892

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$4,181 · 0.21%
2023$48,628 · 1.87%
2022$32,022 · 1.18%
Same employer
Similar plansProfessional & Technical Services · Utah
Rylex Consulting LLC UT$3.5M · 0.89%
Advice Media, LLC UT$2.7M · 0.64%
Venture Data, LLC UT$2.6M · 1.51%
Lowe Law Group UT$1.7M · 0.62%
Ishr, LLC UT$1.5M · 1.86%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 461048564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.