Plan Ledger DOL Form 5500 · updated monthly

Jefferson Capital Systems LLC401(k)

JEFFERSON CAPITAL SYSTEMS, LLC 401(K) PLAN · COULD, MN · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Jefferson Capital Systems LLC reported $40,426 in plan administrative expenses for 2022: 0.37% of average plan assets, above the peer median. Employer contributions averaged $664 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Minnesota (1,327th of 1,918), and the 1,027th of 2,534 in administrative & support services. In 2022, employees put in $7.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,592,209
Participants with balances166
Active participants198
Employer contributions$131,417
Employee contributions$986,625
Employer contribution per active participant$664
Average account balance$57,784
Benefits paid to participants$1,411,771
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,049
Investment management$26,377
Total administrative$40,426
The Jefferson Capital Systems LLC 401(k) match · 2022
Employer contribution per active participant$664
Median for plans this size$2,266

Jefferson Capital Systems LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$40,426 · 0.37%
Similar plansAdministrative & Support Services · Minnesota
Dem-Con Companies, LLC MN$13.9M · 0.01%
Elder-Jones, Inc. MN$12.4M · 0.51%
Pizza Luce Management, Inc. MN$12.0M · 0.75%
Aspen Waste Systems, Inc. MN$8.8M · 0.15%
Versique, Inc. MN$8.3M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202686718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.