Plan Ledger DOL Form 5500 · updated monthly

Jeol USA, Inc.401(k)

JEOL USA INC. EMPLOYEES RETIREMENT PLAN AND TRUST · PEABODY, MA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Jeol USA, Inc. reported $72,906 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $5,441 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 0.02% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 371st-largest of 2,726 plans among Massachusetts employers on file, and the 1,235th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$124,405,753
Participants with balances320
Active participants249
Employer contributions$1,354,832
Employee contributions$3,012,186
Employer contribution per active participant$5,441
Average account balance$388,768
Benefits paid to participants$8,269,790
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.4M · 320 accts · $1.4M emplr
2023$107.1M · 316 accts · $1.4M emplr
2022$89.0M · 309 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,467
Investment management$50,439
Total administrative$72,906
The Jeol USA, Inc. 401(k) match · 2024
Employer contribution per active participant$5,441
Median for plans this size$3,635
2024$5,441 per active participant
2023$5,836 per active participant
2022$5,621 per active participant

Jeol USA, Inc.'s 2024 employer contribution ran above 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 · 20243
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$50,439
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,808
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$72,906 · 0.06%
2023$69,889 · 0.07%
2022$18,929 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Tuv Sud America, Inc. MA$131.3M · 0.04%
Ideo, LP MA$131.0M · 0.09%
The Swan Group, LLC MA$124.3M · 0.07%
Healthedge Software, Inc MA$121.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 046058420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.