Plan Ledger DOL Form 5500 · updated monthly

Rj Lee Group, Inc.401(k)

RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN · MONROEVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Rj Lee Group, Inc. reported $41,625 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,492 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 fell from 0.24% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,543rd-largest of 3,651 plans among Pennsylvania employers on file, and the 5,569th of 11,654 in professional & technical services. In 2024, employees put in $3.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,876,351
Participants with balances275
Active participants173
Employer contributions$258,131
Employee contributions$906,243
Employer contribution per active participant$1,492
Average account balance$72,278
Benefits paid to participants$1,350,257
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 275 accts · $258K emplr
2023$17.8M · 259 accts · $43K emplr
2022$15.0M · 250 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,275
Total administrative$41,625
The Rj Lee Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,492
Median for plans this size$2,416
2024$1,492 per active participant
2023$254 per active participant

Rj Lee Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BILKEYKATZ INVESTMENT CONSULTANTSindirect 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$41,625 · 0.22%
2023$39,939 · 0.24%
2022$38,530 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Aweber Systems, Inc. PA$20.6M · 0.02%
Kierantimberlake. LLC PA$20.3M · 0.38%
Stream Companies, LLC PA$19.8M · 0.65%
E4 Services, LLC PA$19.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251375815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.