Plan Ledger DOL Form 5500 · updated monthly

Russell Investments Group, LLC401(k)

RUSSELL INVESTMENTS RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Russell Investments Group, LLC reported $9,038 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,892 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 0.000% to 0.001%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 48th-largest of 1,714 plans among Washington employers on file, and the 263rd of 4,798 in finance & insurance. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has shrunk from 715 to 609 since 2022.

Plan summary
Net assets, end of year$624,954,509
Participants with balances1,455
Active participants609
Employer contributions$4,197,054
Employee contributions$9,965,342
Employer contribution per active participant$6,892
Average account balance$429,522
Benefits paid to participants$40,945,523
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$625.0M · 1,455 accts · $4.2M emplr
2023$583.5M · 1,542 accts · $4.7M emplr
2022$536.6M · 1,537 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,638
Total administrative$9,038
The Russell Investments Group, LLC 401(k) match · 2024
Employer contribution per active participant$6,892
Median for plans this size$4,294
2024$6,892 per active participant
2023$6,722 per active participant
2022$9,080 per active participant

Russell Investments Group, LLC's 2024 employer contribution ran above the $4,294 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 · 20241
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$9,038

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
2023Empower, Milliman

This plan has changed recordkeepers within these filings. If you left Russell Investments Group, LLC 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$9,038 · 0.00%
2023$14,772 · 0.00%
2022$1,379 · 0.00%
Same employer
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Premera WA$668.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473735863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.