Plan Ledger DOL Form 5500 · updated monthly

Kayser-Roth Corporation401(k)

KAYSER-ROTH CORPORATION EMPLOYEES' SAVINGS PLAN · GREENSBORO, NC · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Kayser-Roth Corporation reported $127,446 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,139 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 fell from 0.34% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 455th-largest of 2,005 plans among North Carolina employers on file, and the 3,725th of 13,661 in manufacturing. In 2023, employees put in $3.02 for every $1.00 the employer contributed; active participation has shrunk from 551 to 421 since 2022.

Plan summary
Net assets, end of year$39,391,401
Participants with balances672
Active participants421
Employer contributions$479,543
Employee contributions$1,450,083
Employer contribution per active participant$1,139
Average account balance$58,618
Benefits paid to participants$5,342,009
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 595 accts · $395K emplr
2023$39.4M · 672 accts · $480K emplr
2022$37.9M · 752 accts · $529K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$83,429
Investment management$29,408
Total administrative$127,446
The Kayser-Roth Corporation 401(k) match · 2023
Employer contribution per active participant$1,139
Median for plans this size$2,440
2024$916 per active participant
2023$1,139 per active participant
2022$961 per active participant

Kayser-Roth Corporation's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$83,428
MMA SECURITIES LLC · Investment advisory (plan)$29,399
LPL FINANCIAL$14,609
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$9

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$123,862 · 0.32%
2023$127,446 · 0.33%
2022$145,646 · 0.34%
Same employer
Similar plansManufacturing · North Carolina
The Intertech Group, Inc. NC$41.2M · 0.29%
Grady-White Boats, Inc. NC$39.7M · 0.03%
Cormetech, Inc. NC$39.2M · 0.12%
Akg North America, Inc. NC$39.1M · 0.44%
Archroma U.S., Inc. NC$38.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942974014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.