Plan Ledger DOL Form 5500 · updated monthly

Orion Group Management, Inc.401(k)

ORION GROUP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Orion Group Management, Inc. reported $166,067 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,496 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 3 years on file its reported administrative ratio has held roughly steady near 0.302%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 890th-largest of 5,648 plans among New York employers on file, and the 218th of 786 in management of companies. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 677 to 2,100 since 2022.

Plan summary
Net assets, end of year$87,811,236
Participants with balances1,435
Active participants2,100
Employer contributions$3,142,463
Employee contributions$6,376,054
Employer contribution per active participant$1,496
Average account balance$61,192
Benefits paid to participants$9,271,164
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.8M · 1,435 accts · $3.1M emplr
2023$22.2M · 496 accts · $1.5M emplr
2022$16.4M · 381 accts · $629K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,071
Investment management$90,996
Total administrative$166,067
The Orion Group Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,496
Median for plans this size$3,635
2024$1,496 per active participant
2023$1,692 per active participant
2022$930 per active participant

Orion Group Management, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MMA SECURITIES · Investment advisory (plan)$78,466
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$75,071
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,530

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$166,067 · 0.30%
2023$66,658 · 0.35%
2022$41,995 · 0.30%
Similar plansManagement of Companies · New York
Fanduel Group, Inc. NY$157.7M · 0.19%
Hps Investment Partners, LLC NY$102.5M · 0.12%
The Fort Miller Group, Inc. NY$81.4M · 0.11%
Prestige Services Corp. NY$78.6M · 0.03%
Rxr Realty LLC NY$52.7M · 0.20%
Allied Irish Banks, P.L.C. NY$51.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863071207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.