Plan Ledger DOL Form 5500 · updated monthly

The Randall Group, Inc.401(k)

THE RANDALL GROUP, INC. RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

The Randall Group, Inc. reported $194,734 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,957 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 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 137th-largest of 1,021 plans among Oregon employers on file, and the 193rd of 2,096 in real estate & leasing. In 2024, the employer put in $2.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$69,260,410
Participants with balances354
Active participants285
Employer contributions$2,837,861
Employee contributions$1,189,302
Employer contribution per active participant$9,957
Average account balance$195,651
Benefits paid to participants$3,632,890
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$69.3M · 354 accts · $2.8M emplr
2023$62.0M · 349 accts · $2.6M emplr
2022$54.1M · 338 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194,734
Total administrative$194,734
The The Randall Group, Inc. 401(k) match · 2024
Employer contribution per active participant$9,957
Median for plans this size$3,635
2024$9,957 per active participant
2023$9,289 per active participant
2022$9,668 per active participant

The Randall Group, Inc.'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 · 20243
PRINCIPAL CUSTODY SOLUTIONS · Contract administrator$120,099
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$74,635
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$194,734 · 0.30%
2023$173,390 · 0.30%
2022$64,691 · 0.11%
Similar plansReal Estate & Leasing · Oregon
Vacasa LLC OR$116.1M · 0.23%
Brandywine Realty Trust PA$71.1M · 0.09%
Northpoint Development, LLC MO$69.6M · 0.41%
Holland Residential, LLC WA$68.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931147033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.