Plan Ledger DOL Form 5500 · updated monthly

The McEvoy Group401(k)

THE MCEVOY GROUP RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

The McEvoy Group reported $92,619 in plan administrative expenses for 2022: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,524 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other information & media employers. By assets it is the 1,861st-largest of 9,483 plans among California employers on file, and the 540th of 2,199 in information & media. In 2022, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,986,256
Participants with balances366
Active participants246
Employer contributions$866,972
Employee contributions$2,295,836
Employer contribution per active participant$3,524
Average account balance$128,378
Benefits paid to participants$2,437,787
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$2,826
Total administrative$92,619
The The McEvoy Group 401(k) match · 2022
Employer contribution per active participant$3,524
Median for plans this size$3,449

The McEvoy Group's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$92,619 · 0.18%
Same employer
Similar plansInformation & Media · California
Anuvu Operations LLC CA$48.5M · 0.03%
Ben Group, Inc CA$47.9M · 0.18%
Game Show Network LLC CA$47.4M · 0.00%
Xactly Corporation CA$46.9M · 0.51%
Real-Time Innovations, Inc. CA$46.9M · 0.01%
Viewsonic Corporation CA$46.8M · 0.29%
Shield Ai, Inc. CA$46.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943394492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.