Plan Ledger DOL Form 5500 · updated monthly

Raleigh Capitol Ear, Nose & Throat401(k)

RALEIGH CAPITOL EAR, NOSE & THROAT 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Raleigh Capitol Ear, Nose & Throat reported $24,438 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,375 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 0.085%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 547th-largest of 2,005 plans among North Carolina employers on file, and the 2,685th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has grown from 81 to 95 since 2022.

Plan summary
Net assets, end of year$31,199,563
Participants with balances133
Active participants95
Employer contributions$890,595
Employee contributions$669,951
Employer contribution per active participant$9,375
Average account balance$234,583
Benefits paid to participants$1,639,512
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS JUDY AND TUCKER
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 133 accts · $891K emplr
2023$26.6M · 121 accts · $885K emplr
2022$23.6M · 178 accts · $818K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,438
Total administrative$24,438
The Raleigh Capitol Ear, Nose & Throat 401(k) match · 2024
Employer contribution per active participant$9,375
Median for plans this size$2,416
2024$9,375 per active participant
2023$9,939 per active participant
2022$10,096 per active participant

Raleigh Capitol Ear, Nose & Throat's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241

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$24,438 · 0.08%
2023$22,867 · 0.09%
2022$21,078 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Maxwell Group Inc. NC$31.3M · 0.35%
Honorbridge NC$31.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320365638 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.