Plan Ledger DOL Form 5500 · updated monthly

The Educe Group401(k)

THE EDUCE GROUP RETIREMENT SAVINGS PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

The Educe Group reported $48,264 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,110 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 0.53% to 0.28%. 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 687th-largest of 1,671 plans among Maryland employers on file, and the 5,779th of 11,654 in professional & technical services. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 103 to 92 since 2022.

Plan summary
Net assets, end of year$18,736,937
Participants with balances110
Active participants92
Employer contributions$470,083
Employee contributions$1,024,350
Employer contribution per active participant$5,110
Average account balance$170,336
Benefits paid to participants$1,135,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 110 accts · $470K emplr
2023$16.1M · 123 accts · $1.2M emplr
2022$11.6M · 125 accts · $657K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,373
Investment management$33,891
Total administrative$48,264
The The Educe Group 401(k) match · 2024
Employer contribution per active participant$5,110
Median for plans this size$2,416
2024$5,110 per active participant
2023$12,140 per active participant
2022$6,377 per active participant

The Educe Group's 2024 employer contribution ran above the $2,416 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 · 20243
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$33,890
ADP, INC. · Loan processing · Recordkeeping$14,372
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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Administrative cost history3
2024$48,264 · 0.28%
2023$42,580 · 0.31%
2022$64,155 · 0.53%
Same employer
Similar plansProfessional & Technical Services · Maryland
Reli Group, Inc. MD$19.2M · 0.66%
Summit Group, LLC MD$18.9M · 0.35%
Resolute Technologies, LLC MD$18.9M · 0.70%
Innoplex, LLC MD$18.7M · 0.43%
Omnyon MD$18.5M · 0.28%
Fiducial, Inc. MD$17.9M · 0.33%
Lieber Institute, Inc. MD$17.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432021803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.