Plan Ledger DOL Form 5500 · updated monthly

Analytic Partners, Inc.401(k)

ANALYTIC PARTNERS, INC. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Analytic Partners, Inc. reported $113,275 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,586 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 0.65% to 0.44%. 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 851st-largest of 3,644 plans among Florida employers on file, and the 4,310th of 11,654 in professional & technical services. In 2024, employees put in $3.61 for every $1.00 the employer contributed; active participation has grown from 240 to 325 since 2022.

Plan summary
Net assets, end of year$28,713,244
Participants with balances421
Active participants325
Employer contributions$840,384
Employee contributions$3,031,265
Employer contribution per active participant$2,586
Average account balance$68,202
Benefits paid to participants$1,272,243
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 421 accts · $840K emplr
2023$22.3M · 386 accts · $953K emplr
2022$17.9M · 271 accts · $597K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,049
Investment management$62,226
Total administrative$113,275
The Analytic Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,586
Median for plans this size$2,416
2024$2,586 per active participant
2023$3,557 per active participant
2022$2,486 per active participant

Analytic Partners, Inc.'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 · 20242
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$62,226

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$113,275 · 0.44%
2023$85,523 · 0.43%
2022$120,039 · 0.65%
Same employer
Similar plansProfessional & Technical Services · Florida
Voloridge, LLC FL$28.7M · 0.24%
Kerkering, Barberio & Co. FL$28.3M · 0.25%
S-One Holdings Corporation FL$28.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134177380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.