Plan Ledger DOL Form 5500 · updated monthly

Oxford Capital Group, LLC401(k)

OXFORD CAPITAL GROUP 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Oxford Capital Group, LLC reported $113,764 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $668 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 fell from 1.09% to 0.84%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Illinois (1,965th of 3,702), and the 394th of 2,240 in accommodation & food services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 802 to 1,326 since 2022.

Plan summary
Net assets, end of year$15,471,676
Participants with balances389
Active participants1,326
Employer contributions$885,442
Employee contributions$1,834,547
Employer contribution per active participant$668
Average account balance$39,773
Benefits paid to participants$726,886
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 389 accts · $885K emplr
2023$11.5M · 324 accts · $482K emplr
2022$4.9M · 178 accts · $378K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,268
Investment management$38,496
Total administrative$113,764
The Oxford Capital Group, LLC 401(k) match · 2024
Employer contribution per active participant$668
Median for plans this size$2,416
2024$668 per active participant
2023$484 per active participant
2022$471 per active participant

Oxford Capital Group, LLC's 2024 employer contribution ran below the $2,416 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$28,235
EMPOWER ADVISORY GROUP, LLC · Investment management$10,261

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$113,764 · 0.84%
2023$87,904 · 1.07%
2022$51,009 · 1.09%
Similar plansAccommodation & Food Services · Illinois
Oberweis Dairy, Inc. IL$18.1M · 0.22%
Hoffmann Oberweis Dairy LLC IL$17.6M · 0.15%
Union League Club IL$14.6M · 0.35%
Hospitality Staffing Inc. IL$11.7M · 0.32%
Ahi International, LLC IL$11.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204187600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.