Plan Ledger DOL Form 5500 · updated monthly

The Ogeechee Group, Inc.401(k)

THE OGEECHEE GROUP, INC. 401 K PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Ogeechee Group, Inc. reported $27,206 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $312 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 0.11% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 865th-largest of 2,160 plans among Georgia employers on file, and the 1,059th of 3,341 in other services. In 2024, employees put in $6.04 for every $1.00 the employer contributed; active participation has grown from 689 to 961 since 2022.

Plan summary
Net assets, end of year$20,046,223
Participants with balances307
Active participants961
Employer contributions$299,510
Employee contributions$1,807,952
Employer contribution per active participant$312
Average account balance$65,297
Benefits paid to participants$1,617,107
Plan auditUnmodified (clean) audit opinion
AuditorHOLLAND BROMLEY BARNHILL& BRETT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 307 accts · $300K emplr
2023$16.7M · 277 accts · $303K emplr
2022$12.7M · 247 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,206
Total administrative$27,206
The The Ogeechee Group, Inc. 401(k) match · 2024
Employer contribution per active participant$312
Median for plans this size$2,416
2024$312 per active participant
2023$366 per active participant
2022$376 per active participant

The Ogeechee Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NEW EDGE ADVISORS, LLC · Investment advisory (plan)$11,053
NWRPC LLC · Contract administrator$3,875
EMPOWER ADVISORY GROUP, LLC · Investment management$3,351
MMLISindirect comp

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$27,206 · 0.15%
2023$17,837 · 0.12%
2022$15,958 · 0.11%
Same employer
Similar plansOther Services · Georgia
Van Michael Salon, Inc. GA$28.0M · 0.54%
Aspirion Health Resources GA$24.0M · 0.62%
Points of Light Foundation GA$14.8M · 0.32%
Blake & Pendleton, Inc. GA$14.6M · 0.02%
Syfan Logistics, Inc. GA$14.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582498918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.