Plan Ledger DOL Form 5500 · updated monthly

Southeastern Archaeological Research, Inc.401(k)

SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Southeastern Archaeological Research, Inc. reported $95,748 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,394 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 0.63% to 0.74%. 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 1,447th-largest of 3,644 plans among Florida employers on file, and 6,886th of 11,654 in professional & technical services. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,771,387
Participants with balances361
Active participants194
Employer contributions$658,493
Employee contributions$767,646
Employer contribution per active participant$3,394
Average account balance$38,148
Benefits paid to participants$1,387,930
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 361 accts · $658K emplr
2023$12.0M · 351 accts · $714K emplr
2022$9.7M · 273 accts · $609K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,976
Investment management$15,701
Total administrative$95,748
The Southeastern Archaeological Research, Inc. 401(k) match · 2024
Employer contribution per active participant$3,394
Median for plans this size$2,416
2024$3,394 per active participant
2023$2,811 per active participant
2022$2,860 per active participant

Southeastern Archaeological Research, Inc.'s 2024 employer contribution ran above 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 · 20245
CRI TPA SERVICES, LLC · Contract administrator$10,393
EMPOWER ADVISORY GROUP LLC · Investment management$8,408
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$7,293
MADISON AVENUE SECURITIESindirect 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$95,748 · 0.74%
2023$69,840 · 0.64%
2022$65,093 · 0.63%
Same employer
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Arete Advisors, LLC FL$14.2M · 0.06%
Perform (Cb), LLC FL$14.1M · 0.34%
Kass Shuler, P. A. FL$13.7M · 0.43%
Luks and Santaniello, LLC FL$13.7M · 0.59%
Everise, Inc. FL$13.7M · 2.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593215370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.