Plan Ledger DOL Form 5500 · updated monthly

Taylor Team Relocation401(k)

TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST · STOW, OH · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Taylor Team Relocation reported $24,999 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $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 2 years on file its reported administrative ratio fell from 0.90% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Ohio (2,739th of 3,295), and 1,619th of 2,534 in administrative & support services. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 150 to 168 since 2022.

Plan summary
Net assets, end of year$3,728,233
Participants with balances115
Active participants168
Employer contributions$134,669
Employee contributions$237,371
Employer contribution per active participant$802
Average account balance$32,419
Benefits paid to participants$177,678
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 115 accts · $135K emplr
2023$3.0M · $129K emplr
2022$2.5M · 111 accts · $112K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,491
Investment management$17,508
Total administrative$24,999
The Taylor Team Relocation 401(k) match · 2024
Employer contribution per active participant$802
Median for plans this size$1,313
2024$802 per active participant
2023$770 per active participant
2022$750 per active participant

Taylor Team Relocation's 2024 employer contribution ran below the $1,313 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
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (participants)$17,436

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$24,999 · 0.74%
2023$25,576 · 0.94%
2022$23,945 · 0.90%
Similar plansAdministrative & Support Services · Ohio
Locus Management OH$4.0M · 0.54%
Locus Holdings LLC OH$3.9M · 0.64%
General Audit Corporation OH$3.9M · 0.38%
Crown Services, Inc. OH$3.7M · 1.05%
Safecor Health, LLC OH$3.7M · 0.34%
Incept Corporation OH$3.4M · 0.93%
The Job Center. LLC OH$3.4M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731678292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.