Plan Ledger DOL Form 5500 · updated monthly

Augeo Affinity Marketing, Inc.401(k)

AUGEO AFFINITY MARKETING'S 401(K) PLAN · ST. PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Augeo Affinity Marketing, Inc. reported $123,947 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $648 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 0.43% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 632nd-largest of 1,918 plans among Minnesota employers on file, and the 2,228th of 4,798 in finance & insurance. In 2024, employees put in $11.23 for every $1.00 the employer contributed; active participation has grown from 331 to 496 since 2022.

Plan summary
Net assets, end of year$33,943,157
Participants with balances437
Active participants496
Employer contributions$321,546
Employee contributions$3,612,468
Employer contribution per active participant$648
Average account balance$77,673
Benefits paid to participants$4,350,472
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 437 accts · $322K emplr
2023$29.3M · 383 accts · $263K emplr
2022$23.4M · 315 accts · $139K emplr
The Augeo Affinity Marketing, Inc. 401(k) match · 2024
Employer contribution per active participant$648
Median for plans this size$2,416
2024$648 per active participant
2023$944 per active participant
2022$419 per active participant

Augeo Affinity Marketing, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
ALLIANCEBERNSTEIN LP · Investment advisory (plan)$52,724
PENTEGRA SERVICES INC · Contract administrator$37,077
MORGAN STANLEY · Investment advisory (plan)$11,174

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$123,947 · 0.39%
2023$117,338 · 0.44%
2022$109,094 · 0.43%
Same employer
Similar plansFinance & Insurance · Minnesota
Leamington Co. MN$35.9M · 0.17%
Whitebox Advisors, LLC MN$35.9M · 0.12%
Constellation, Inc. MN$34.5M · 0.03%
Home Federal Savings Bank MN$33.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262331983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.