Plan Ledger DOL Form 5500 · updated monthly

Accounting Research & Analytics, LLC (dba Cfra Research)401(k)

CFRA RESEARCH RETIREMENT PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Accounting Research & Analytics, LLC (dba Cfra Research) reported $19,814 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,642 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 0.06% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,068th-largest of 2,266 plans among Virginia employers on file, and the 1,091st of 2,199 in information & media. In 2024, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,991,673
Participants with balances171
Active participants130
Employer contributions$473,403
Employee contributions$1,731,817
Employer contribution per active participant$3,642
Average account balance$105,214
Benefits paid to participants$919,292
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 171 accts · $473K emplr
2023$14.3M · 164 accts · $465K emplr
2022$9.6M · 153 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,126
Investment management$4,688
Total administrative$19,814
The Accounting Research & Analytics, LLC (dba Cfra Research) 401(k) match · 2024
Employer contribution per active participant$3,642
Median for plans this size$2,416
2024$3,642 per active participant
2023$3,574 per active participant
2022$3,151 per active participant

Accounting Research & Analytics, LLC (dba Cfra Research)'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,666

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$19,814 · 0.12%
2023Not separately reported
2022$5,565 · 0.06%
Same employer
Similar plansInformation & Media · Virginia
Projection, Inc. VA$19.3M · 0.48%
News/Media Alliance VA$19.1M · 0.30%
Resonate Networks VA$18.5M · 0.17%
Gridpoint, Inc. VA$18.3M · 0.28%
Ovh US LLC VA$17.5M · 0.14%
Interos Inc. VA$16.4M · 0.21%
Tucows (Delaware) Inc. VA$16.3M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461998308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.