Plan Ledger DOL Form 5500 · updated monthly

National Jewelry & Pawn Inc.401(k)

NATIONAL JEWELRY & PAWN INC. 401(K) PLAN · DURHAM, NC · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

National Jewelry & Pawn Inc. reported $3,717 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $925 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 finance & insurance employers. By assets it is among the smaller plans on file in North Carolina (1,556th of 2,005), and 4,516th of 4,798 in finance & insurance. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,055,398
Participants with balances57
Active participants125
Employer contributions$115,620
Employee contributions$209,732
Employer contribution per active participant$925
Average account balance$71,147
Benefits paid to participants$156,871
Plan auditDisclaimer of opinion
AuditorNORTON COLLAR LUND LILLEY, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,717
Total administrative$3,717
The National Jewelry & Pawn Inc. 401(k) match · 2022
Employer contribution per active participant$925
Median for plans this size$1,114

National Jewelry & Pawn Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,717 · 0.08%
Similar plansFinance & Insurance · North Carolina
Quility Holding, LLC NC$6.8M · 1.15%
Acs Benefit Services, LLC NC$6.4M · 0.47%
Wolfe Financial Inc NC$4.9M · 0.36%
Messer Financial Group NC$4.6M · 0.06%
Poteat, Inc. NC$3.4M · 0.08%
Summit Credit Union NC$3.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561583778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.