Plan Ledger DOL Form 5500 · updated monthly

Stokely Hospitality Enterprises401(k)

STOKELY HOSPITALITY ENTERPRISES 401(K) PLAN · SEVIERVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Stokely Hospitality Enterprises reported $1,891 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Tennessee (1,320th of 1,496), and 1,465th of 2,240 in accommodation & food services. In 2022, employees put in $22.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,918,489
Participants with balances36
Active participants155
Employer contributions$3,606
Employee contributions$80,375
Employer contribution per active participant$23
Average account balance$53,291
Benefits paid to participants$116,441
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, JAKE AND MCDANIEL, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,891
Total administrative$1,891
The Stokely Hospitality Enterprises 401(k) match · 2022
Employer contribution per active participant$23
Median for plans this size$1,114

Stokely Hospitality Enterprises's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,891 · 0.09%
Similar plansAccommodation & Food Services · Tennessee
Mrco, LLC TN$4.1M · 0.98%
Captain D's, LLC TN$3.8M · 0.51%
Hattie Bs, LLC TN$1.8M · 0.53%
Wellengood Partners TN$1.6M · 1.63%
Carolina Quality, LLC TN$1.6M · 1.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621407305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.