Plan Ledger DOL Form 5500 · updated monthly

Oak Hill Country Club401(k)

OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Oak Hill Country Club reported $32,802 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,253 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (4,386th of 5,648), and 902nd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,496,828
Participants with balances94
Active participants124
Employer contributions$155,412
Employee contributions$315,486
Employer contribution per active participant$1,253
Average account balance$58,477
Benefits paid to participants$278,882
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER BARR & CO. LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,670
Investment management$16,367
Professional / advisory$2,765
Total administrative$32,802
The Oak Hill Country Club 401(k) match · 2022
Employer contribution per active participant$1,253
Median for plans this size$1,114

Oak Hill Country Club's 2022 employer contribution ran above 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$32,802 · 0.56%
Similar plansArts, Entertainment & Recreation · New York
The New 42ND Street, Inc. NY$7.1M · 0.65%
Atlantis Marine World LLC NY$6.4M · 0.53%
Country Club of Rochester NY$5.0M · 0.38%
Storm King Art Center NY$4.9M · 0.27%
Shed Nyc, Inc. NY$4.4M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160574660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.