Plan Ledger DOL Form 5500 · updated monthly

Market of Choice, Inc.401(k)

MARKET OF CHOICE 401(K) PLAN · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.52%

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

Market of Choice, Inc. reported $182,552 in plan administrative expenses for 2023: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,797 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 has held roughly steady near 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 226th-largest of 1,021 plans among Oregon employers on file, and the 814th of 5,215 in retail trade. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,032,848
Participants with balances1,051
Active participants755
Employer contributions$1,356,893
Employee contributions$2,070,544
Employer contribution per active participant$1,797
Average account balance$37,139
Benefits paid to participants$3,914,274
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$39.0M · 1,051 accts · $1.4M emplr
2022$31.3M · 1,067 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$100,883
Investment management$81,669
Total administrative$182,552
The Market of Choice, Inc. 401(k) match · 2023
Employer contribution per active participant$1,797
Median for plans this size$2,440
2023$1,797 per active participant
2022$1,726 per active participant

Market of Choice, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$81,669

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

Administrative cost history2
2023$182,552 · 0.52%
2022$160,962 · 0.54%
Same employer
Similar plansRetail Trade · Oregon
New Seasons Market LLC OR$69.5M · 0.40%
Swickard Corporation OR$45.9M · 0.72%
Roth Iga Foodliner, Inc. OR$44.5M · 0.28%
Powell's Books, Inc. OR$30.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930964788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.