Plan Ledger DOL Form 5500 · updated monthly

Rogers Blue Jays Baseball Partnership401(k)

PENSION PLAN FOR US EMPLOYEES OF ROGERS AND · · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Rogers Blue Jays Baseball Partnership reported $63,923 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,676 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 0.42% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 329th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 167 to 279 since 2022.

Plan summary
Net assets, end of year$28,923,912
Participants with balances271
Active participants279
Employer contributions$1,304,518
Employee contributions$1,262,183
Employer contribution per active participant$4,676
Average account balance$106,730
Benefits paid to participants$3,120,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 271 accts · $1.3M emplr
2023$26.4M · 268 accts · $1.2M emplr
2022$23.6M · 271 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,030
Investment management$11,868
Total administrative$63,923
The Rogers Blue Jays Baseball Partnership 401(k) match · 2024
Employer contribution per active participant$4,676
Median for plans this size$2,416
2024$4,676 per active participant
2023$6,389 per active participant
2022$6,119 per active participant

Rogers Blue Jays Baseball Partnership'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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$52,030
MERCER INVESTMENTS LLC · Investment advisory (plan)$11,868

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Rogers Blue Jays Baseball Partnership before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,923 · 0.23%
2023$45,943 · 0.18%
2022$105,745 · 0.42%
Similar plansArts, Entertainment & Recreation
Milwaukee Bucks, LLC WI$29.1M · 0.40%
Houston Zoo, Inc. TX$28.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980338956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.