Plan Ledger DOL Form 5500 · updated monthly

Affinitiv, Inc.401(k)

AFFINITIV 401(K) PLAN · BUFFALO GROVE, IL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Affinitiv, Inc. reported $92,754 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,856 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 3 years on file its reported administrative ratio has held roughly steady near 0.308%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,282nd-largest of 3,702 plans among Illinois employers on file, and the 4,052nd of 11,654 in professional & technical services. In 2024, employees put in $3.38 for every $1.00 the employer contributed; active participation has shrunk from 506 to 363 since 2022.

Plan summary
Net assets, end of year$31,134,576
Participants with balances457
Active participants363
Employer contributions$673,834
Employee contributions$2,280,636
Employer contribution per active participant$1,856
Average account balance$68,128
Benefits paid to participants$5,263,451
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 457 accts · $674K emplr
2023$29.1M · 504 accts · $839K emplr
2022$25.3M · 536 accts · $800K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,504
Investment management$35,000
Audit (IQPA)$17,250
Total administrative$92,754
The Affinitiv, Inc. 401(k) match · 2024
Employer contribution per active participant$1,856
Median for plans this size$2,416
2024$1,856 per active participant
2023$1,906 per active participant
2022$1,581 per active participant

Affinitiv, Inc.'s 2024 employer contribution ran below 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,504
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$35,000
SIKICH · Accounting / audit$17,250

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$92,754 · 0.31%
2023$74,162 · 0.27%
2022$85,554 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Illinois
G2 Crowd, Inc. IL$31.5M · 0.30%
Ceg Group, Inc. IL$31.5M · 0.05%
Ig US Holdings, Inc. IL$31.1M · 0.45%
Wiedner & McAuliffe, LTD. IL$30.7M · 0.30%
Wi-Tronix, LLC IL$30.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813352377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.