Plan Ledger DOL Form 5500 · updated monthly

Stout Risius Ross, LLC401(k)

STOUT RISIUS ROSS, LLC 401(K) PROFIT SHARING PLAN · ROYAL OAK, MI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Stout Risius Ross, LLC reported $81,491 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,979 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 0.036% to 0.042%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 140th-largest of 2,619 plans among Michigan employers on file, and the 741st of 11,654 in professional & technical services. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 813 to 1,074 since 2022.

Plan summary
Net assets, end of year$218,025,557
Participants with balances1,293
Active participants1,074
Employer contributions$10,717,767
Employee contributions$14,170,452
Employer contribution per active participant$9,979
Average account balance$168,620
Benefits paid to participants$14,089,794
Plan auditUnmodified (clean) audit opinion
AuditorELLIOT DAVIS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$218.0M · 1,293 accts · $10.7M emplr
2023$167.0M · 1,150 accts · $10.1M emplr
2022$123.4M · 993 accts · $6.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,241
Investment management$61,250
Total administrative$81,491
The Stout Risius Ross, LLC 401(k) match · 2024
Employer contribution per active participant$9,979
Median for plans this size$3,635
2024$9,979 per active participant
2023$10,521 per active participant
2022$8,375 per active participant

Stout Risius Ross, LLC's 2024 employer contribution ran above the $3,635 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$61,250
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,241

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$81,491 · 0.04%
2023$156,901 · 0.11%
2022$44,551 · 0.04%
Same employer
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J.D. Power MI$240.1M · 0.09%
Health Management Associates MI$224.2M · 0.05%
Rehmann LLC MI$217.2M · 0.06%
Htc Global Services, Inc. MI$201.1M · 0.01%
Varnum LLP MI$186.1M · 0.02%
Nsf International MI$170.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383003685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.