Plan Ledger DOL Form 5500 · updated monthly

Juniper Communities LLC401(k)

JUNIPER COMMUNITIES RETIREMENT PLAN · BLOOMFIELD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Juniper Communities LLC reported $65,532 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $128 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 0.52% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,409th of 2,419), and the 5,185th of 11,911 in health care & social assistance. In 2024, employees put in $5.47 for every $1.00 the employer contributed; active participation has grown from 1,357 to 1,995 since 2022.

Plan summary
Net assets, end of year$11,883,596
Participants with balances783
Active participants1,995
Employer contributions$254,818
Employee contributions$1,393,759
Employer contribution per active participant$128
Average account balance$15,177
Benefits paid to participants$2,178,691
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 783 accts · $255K emplr
2023$11.0M · 720 accts · $233K emplr
2022$9.5M · 699 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,774
Investment management$50,758
Total administrative$65,532
The Juniper Communities LLC 401(k) match · 2024
Employer contribution per active participant$128
Median for plans this size$2,416
2024$128 per active participant
2023$136 per active participant
2022$185 per active participant

Juniper Communities LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$50,758
ADP, INC. · Loan processing · Recordkeeping$14,774
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,532 · 0.57%
2023$55,065 · 0.54%
2022$54,081 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Accurate Monitoring, LLC NJ$12.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133458256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.