Plan Ledger DOL Form 5500 · updated monthly

Research Square Aje, LLC401(k)

RESEARCH SQUARE AJE, LLC 401(K) PLAN · DURHAM, NC · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Research Square Aje, LLC reported $2,650 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,493 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 0.03% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is the 754th-largest of 2,005 plans among North Carolina employers on file, and the 630th of 2,534 in administrative & support services. In 2023, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 300 to 195 since 2022.

Plan summary
Net assets, end of year$19,445,255
Participants with balances356
Active participants195
Employer contributions$681,085
Employee contributions$1,735,184
Employer contribution per active participant$3,493
Average account balance$54,622
Benefits paid to participants$1,486,868
Plan auditUnmodified (clean) audit opinion
AuditorHUGHES PITTMAN & GUPTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 290 accts · $484K emplr
2023$19.4M · 356 accts · $681K emplr
2022$15.3M · 363 accts · $695K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,400
Total administrative$2,650
The Research Square Aje, LLC 401(k) match · 2023
Employer contribution per active participant$3,493
Median for plans this size$2,440
2024$5,629 per active participant
2023$3,493 per active participant
2022$2,317 per active participant

Research Square Aje, LLC's 2023 employer contribution ran above the $2,440 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 · 20231

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$40,241 · 0.21%
2023$2,650 · 0.02%
2022$5,358 · 0.03%
Same employer
Similar plansAdministrative & Support Services · North Carolina
Tss Corporate Services, LLC NC$218.4M · 0.33%
ENGAGE2EXCEL Inc. NC$51.7M · 0.05%
Cpi Security Systems, Inc. NC$40.7M · 0.44%
Intelerad LTD NC$16.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412141424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.