Plan Ledger DOL Form 5500 · updated monthly

Jones and Guerrero Company, Inc.401(k)

JONES AND GUERRERO COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN · HAGATNA, GU · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

Jones and Guerrero Company, Inc. reported $15,175 in plan administrative expenses for 2022: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $22 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in GU (28th of 35), and 4,832nd of 5,215 in retail trade. In 2022, employees put in $18.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,424,538
Participants with balances61
Active participants331
Employer contributions$7,188
Employee contributions$132,258
Employer contribution per active participant$22
Average account balance$23,353
Benefits paid to participants$105,340
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$400
Investment management$14,775
Total administrative$15,175
The Jones and Guerrero Company, Inc. 401(k) match · 2022
Employer contribution per active participant$22
Median for plans this size$1,114

Jones and Guerrero Company, Inc.'s 2022 employer contribution ran below the $1,114 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$15,175 · 0.96%
Similar plansRetail Trade · GU
Atkins Kroll, Inc. GU$16.0M · 0.04%
Triple J Enterprises, Inc. GU$15.2M · 0.70%
Bmi Holdings, LLC GU$7.8M · 0.89%
Lotte Duty Free Guam, LLC GU$1.5M · 0.98%
Avalon Shutters, Inc. CA$1.4M · 1.26%
K-Market, Inc. NV$1.4M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980000151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.