Plan Ledger DOL Form 5500 · updated monthly

Staffmark Investment, LLC401(k)

STAFFMARK/EMS 401K SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Staffmark Investment, LLC reported $97,057 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,802 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 1 year on file its reported administrative ratio rose from 0.08% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 765th-largest of 3,295 plans among Ohio employers on file, and the 365th of 2,534 in administrative & support services. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,101,404
Participants with balances1,217
Active participants758
Employer contributions$1,365,944
Employee contributions$3,274,271
Employer contribution per active participant$1,802
Average account balance$32,951
Benefits paid to participants$2,131,919
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$40.1M · 1,217 accts · $1.4M emplr
2023$22.2M · 803 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,720
Investment management$9,337
Total administrative$97,057
The Staffmark Investment, LLC 401(k) match · 2024
Employer contribution per active participant$1,802
Median for plans this size$2,416
2024$1,802 per active participant
2023$132 per active participant

Staffmark Investment, LLC'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
EMPOWER ADVISORY GROUP, LLC · Investment management$9,337

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

Administrative cost history2
2024$97,057 · 0.31%
2023$63,243 · 0.08%
Similar plansAdministrative & Support Services · Ohio
Ctl Engineering, Inc. OH$42.0M · 0.12%
Lca Vision, Inc. OH$39.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710842216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.