Plan Ledger DOL Form 5500 · updated monthly

Kelly Mitchell Group, Inc.401(k)

KELLY MITCHELL GROUP, INC. 401(K) PROFIT SHARING PLAN · ST LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.56%

Kelly Mitchell Group, Inc. reported $70,911 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~75% of peers. 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 0.53% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (735th of 1,393), and 6,915th of 11,654 in professional & technical services. active participation has shrunk from 699 to 626 since 2022.

Plan summary
Net assets, end of year$13,670,496
Participants with balances321
Active participants626
Employer contributions—
Employee contributions$1,632,170
Employer contribution per active participant—
Average account balance$42,587
Benefits paid to participants$1,845,214
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 309 accts
2023$13.7M · 321 accts
2022$11.6M · 326 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$70,911
Total administrative$70,911
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$70,910
EDWARD JONES · Investment advisory (plan)indirect comp
MONETA GROUP LLC · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$60,045 · 0.44%
2023$70,911 · 0.56%
2022$68,679 · 0.53%
Same employer
Similar plansProfessional & Technical Services · Missouri
Sci Engineering, Inc. MO$15.6M · 0.49%
Ariel Premium Supply, Inc. MO$15.3M · 0.31%
Trekk Design Group LLC MO$14.2M · 0.12%
Monnig Global MO$13.6M · 0.63%
Environmental Works, Inc. MO$12.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431810274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.