Plan Ledger DOL Form 5500 · updated monthly

Pkf O'Connor Davies, LLP401(k)

PKF O'CONNOR DAVIES, LLP 401(K) SAVINGS & RETIREMENT PLAN · HARRISON, NY · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Pkf O'Connor Davies, LLP reported $397,949 in plan administrative expenses for 2023: 0.16% of average plan assets, above the peer median. Employer contributions averaged $4,913 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 1 year on file its reported administrative ratio rose from 0.13% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 367th-largest of 5,648 plans among New York employers on file, and the 618th of 11,654 in professional & technical services. In 2023, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$272,550,811
Participants with balances1,888
Active participants1,370
Employer contributions$6,730,140
Employee contributions$15,826,731
Employer contribution per active participant$4,913
Average account balance$144,360
Benefits paid to participants$11,720,935
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$272.6M · 1,888 accts · $6.7M emplr
2022$212.5M · 1,737 accts · $5.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$397,949
Total administrative$397,949
The Pkf O'Connor Davies, LLP 401(k) match · 2023
Employer contribution per active participant$4,913
Median for plans this size$3,659
2023$4,913 per active participant
2022$4,152 per active participant

Pkf O'Connor Davies, LLP's 2023 employer contribution ran above the $3,659 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 · 20233
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$34,564
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$21,724
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$212,958

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$397,949 · 0.16%
2022$296,527 · 0.13%
Same employer
Similar plansProfessional & Technical Services · New York
Hughes Hubbard & Reed LLP NY$289.1M · 0.04%
The Cannon Corporation NY$273.6M · 0.08%
Cha Consulting Inc. NY$268.3M · 0.13%
Etsy, Inc. NY$264.2M · 0.13%
Sotheby's Inc. NY$248.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271728945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.