Plan Ledger DOL Form 5500 · updated monthly

Affinity Group, Inc.401(k)

AFFINITY GROUP, INC. RETIREMENT PLAN · SOUTHBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Affinity Group, Inc. reported $52,696 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,194 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 fell from 0.16% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 711th-largest of 2,726 plans among Massachusetts employers on file, and the 3,189th of 13,661 in manufacturing. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$49,182,747
Participants with balances306
Active participants208
Employer contributions$1,288,273
Employee contributions$1,122,890
Employer contribution per active participant$6,194
Average account balance$160,728
Benefits paid to participants$2,819,264
Plan auditUnmodified (clean) audit opinion
AuditorBOLLUS LYNCH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$49.2M · 306 accts · $1.3M emplr
2023$43.4M · 310 accts · $1.2M emplr
2022$41.7M · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,696
Total administrative$52,696
The Affinity Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,194
Median for plans this size$2,416
2024$6,194 per active participant
2023$5,359 per active participant
2022$5,592 per active participant

Affinity Group, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241

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$52,696 · 0.11%
2023$71,500 · 0.17%
2022$73,080 · 0.16%
Same employer
Similar plansManufacturing · Massachusetts
Chase Corporation MA$52.3M · 0.25%
Harvard Bioscience, Inc. MA$49.7M · 0.07%
Twin Rivers Technologies MA$49.5M · 0.02%
Kettle Cuisine, LLC MA$49.3M · 0.51%
Sekisui America Corporation MA$48.1M · 0.25%
Icp Construction Inc. MA$46.7M · 0.61%
Charm Sciences, Inc. MA$46.3M · 0.12%
Advance Mfg. Co., Inc. MA$42.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272692871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.