Plan Ledger DOL Form 5500 · updated monthly

Audley Travel US, Inc.401(k)

AUDLEY TRAVEL US, INC. 401K PS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Audley Travel US, Inc. reported $6,091 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,871 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 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Massachusetts (1,985th of 2,726), and the 1,084th of 2,534 in administrative & support services. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 152 to 219 since 2022.

Plan summary
Net assets, end of year$8,829,800
Participants with balances285
Active participants219
Employer contributions$409,857
Employee contributions$1,200,053
Employer contribution per active participant$1,871
Average account balance$30,982
Benefits paid to participants$775,809
Plan auditUnmodified (clean) audit opinion
AuditorCARON BLETZER
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 285 accts · $410K emplr
2023$6.6M · 265 accts · $363K emplr
2022$4.8M · 198 accts · $270K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,091
Total administrative$6,091
The Audley Travel US, Inc. 401(k) match · 2024
Employer contribution per active participant$1,871
Median for plans this size$1,313
2024$1,871 per active participant
2023$1,823 per active participant
2022$1,774 per active participant

Audley Travel US, Inc.'s 2024 employer contribution ran above the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$6,091
ADP BROKER-DEALERindirect comp
TRIAD ADVISORS INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,091 · 0.08%
2023$2,577 · 0.05%
2022$2,700 · 0.05%
Same employer
Similar plansAdministrative & Support Services · Massachusetts
Intelycare, Inc. MA$12.4M · 0.73%
By Appointment Only MA$11.3M · 0.15%
Divert, Inc. MA$10.7M · 1.02%
Lyons Group LTD. MA$8.0M · 0.12%
Onyx Corporation MA$6.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463665734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.