Plan Ledger DOL Form 5500 · updated monthly

Randall-Reilly, LLC401(k)

RANDALL-REILLY, LLC 401(K) PROFIT SHARING PLAN · TUSCALOOSA, AL · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Randall-Reilly, LLC reported $89,631 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $542 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 rose from 0.20% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 176th-largest of 902 plans among Alabama employers on file, and the 601st of 2,199 in information & media. In 2023, employees put in $13.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,003,245
Participants with balances655
Active participants553
Employer contributions$300,000
Employee contributions$4,166,763
Employer contribution per active participant$542
Average account balance$64,127
Benefits paid to participants$2,657,809
Plan auditUnmodified (clean) audit opinion
AuditorMORRISON & SMITH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 424 accts · $304K emplr
2023$42.0M · 655 accts · $300K emplr
2022$33.8M · 670 accts · $200K emplr
Administrative expenses, itemized · 2023
Investment management$80,472
Audit (IQPA)$15,000
Total administrative$89,631
The Randall-Reilly, LLC 401(k) match · 2023
Employer contribution per active participant$542
Median for plans this size$2,440
2024$845 per active participant
2023$542 per active participant
2022$345 per active participant

Randall-Reilly, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$80,472
MORRISON & SMITH, LLP · Accounting / audit$15,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$100,993 · 0.27%
2023$89,631 · 0.24%
2022$73,238 · 0.20%
Same employer
Similar plansInformation & Media · Alabama
Ebsco Industries, Inc. AL$730.9M · 0.04%
Orbcomm LLC NJ$42.0M · 0.28%
Tekworks, Inc. CA$42.0M · 0.22%
Clipper Magazine, LLC PA$42.0M · 0.04%
Asure Operations LLC TX$42.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203644751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.