Plan Ledger DOL Form 5500 · updated monthly

Jefferson Consulting Group, LLC401(k)

JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Jefferson Consulting Group, LLC reported $62,595 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,930 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 0.36% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (431st of 618), and 7,846th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 128 to 233 since 2022.

Plan summary
Net assets, end of year$10,503,875
Participants with balances220
Active participants233
Employer contributions$682,625
Employee contributions$1,523,818
Employer contribution per active participant$2,930
Average account balance$47,745
Benefits paid to participants$1,165,497
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 220 accts · $683K emplr
2023$7.4M · 156 accts · $492K emplr
2022$5.4M · 129 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,885
Investment management$41,710
Total administrative$62,595
The Jefferson Consulting Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,930
Median for plans this size$1,313
2024$2,930 per active participant
2023$2,763 per active participant
2022$2,990 per active participant

Jefferson Consulting Group, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE CAPITAL GROUP INVESTMENT ADVISO · Investment advisory (plan)$37,876
EMPOWER ADVISORY GROUP, LLC · Investment management$3,834

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$62,595 · 0.70%
2023$43,519 · 0.68%
2022$20,863 · 0.36%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Elias Law Group LLP DC$11.2M · 0.59%
Kaiser Associates, Inc. DC$10.6M · 0.40%
Apprio, Inc. DC$10.1M · 0.48%
Cgh Technologies, Inc. DC$9.4M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522133838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.