Plan Ledger DOL Form 5500 · updated monthly

R&D Consulting Group, Inc. dba R&D Partners401(k)

R&D PARTNERS 401(K) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.88%

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

R&D Consulting Group, Inc. dba R&D Partners reported $28,217 in plan administrative expenses for 2022: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $11 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 administrative & support services employers. By assets it is among the smaller plans on file in California (7,740th of 9,483), and 1,723rd of 2,534 in administrative & support services. In 2022, employees put in $652.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,216,734
Participants with balances265
Active participants115
Employer contributions$1,229
Employee contributions$802,196
Employer contribution per active participant$11
Average account balance$12,139
Benefits paid to participants$520,460
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN AND CO. LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $13K emplr
2022$3.2M · 265 accts · $1K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,217
Total administrative$28,217
The R&D Consulting Group, Inc. dba R&D Partners 401(k) match · 2022
Employer contribution per active participant$11
Median for plans this size$1,114

R&D Consulting Group, Inc. dba R&D Partners's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$28,217 · 0.88%
Similar plansAdministrative & Support Services · California
G&C Staffing LLC CA$3.3M · 1.25%
Digital Media Management CA$3.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454308413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.