Plan Ledger DOL Form 5500 · updated monthly

Agilysys, Inc.401(k)

THE RETIREMENT PLAN OF AGILYSYS, INC. · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Agilysys, Inc. reported $184,818 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,926 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 0.15% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 225th-largest of 2,160 plans among Georgia employers on file, and the 321st of 4,246 in wholesale trade. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 418 to 498 since 2022.

Plan summary
Net assets, end of year$138,290,016
Participants with balances926
Active participants498
Employer contributions$1,955,002
Employee contributions$5,766,834
Employer contribution per active participant$3,926
Average account balance$149,341
Benefits paid to participants$12,557,600
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.3M · 926 accts · $2.0M emplr
2023$123.6M · 919 accts · $1.8M emplr
2022$108.3M · 915 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,442
Investment management$97,376
Audit (IQPA)$16,000
Total administrative$184,818
The Agilysys, Inc. 401(k) match · 2024
Employer contribution per active participant$3,926
Median for plans this size$3,635
2024$3,926 per active participant
2023$3,987 per active participant
2022$3,112 per active participant

Agilysys, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$85,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$71,612
WARREN AVERETT, LLC · Accounting / audit$16,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,376

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$184,818 · 0.14%
2023$159,470 · 0.14%
2022$183,589 · 0.15%
Same employer
Similar plansWholesale Trade · Georgia
U.S. Lumber Group LLC GA$214.0M · 0.26%
Bluelinx Corporation GA$211.5M · 0.10%
Colonial Group, Inc. GA$194.6M · 0.13%
Kahn Ventures, Inc. GA$146.5M · 0.21%
Mingledorff's, Inc. GA$135.7M · 0.12%
United Distributors, Inc. GA$125.1M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340907152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.