Plan Ledger DOL Form 5500 · updated monthly

Younique, LLC401(k)

YOUNIQUE 401(K) PLAN · LEHI, UT · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Younique, LLC reported $71,959 in plan administrative expenses for 2023: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,966 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 1 year on file its reported administrative ratio fell from 0.57% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 361st-largest of 848 plans among Utah employers on file, and the 1,874th of 5,215 in retail trade. In 2023, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 303 to 166 since 2022.

Plan summary
Net assets, end of year$15,313,734
Participants with balances291
Active participants166
Employer contributions$658,329
Employee contributions$1,153,355
Employer contribution per active participant$3,966
Average account balance$52,625
Benefits paid to participants$1,097,795
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $326K emplr
2023$15.3M · 291 accts · $658K emplr
2022$11.9M · 325 accts · $796K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,384
Investment management$31,575
Total administrative$71,959
The Younique, LLC 401(k) match · 2023
Employer contribution per active participant$3,966
Median for plans this size$2,440
2023$3,966 per active participant
2022$2,626 per active participant

Younique, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$40,384
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$31,575

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$71,959 · 0.53%
2022$69,865 · 0.57%
Same employer
Similar plansRetail Trade · Utah
Mark Miller Subaru, Inc. UT$18.0M · 0.64%
Peak Industrial Inc. UT$17.3M · 0.54%
John H. Firmage, Inc. UT$15.3M · 0.01%
Wittwer, Inc. UT$13.3M · 0.79%
Audio Enhancement, Inc. UT$12.5M · 0.52%
Lee's Marketplace UT$12.1M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371696364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.