Plan Ledger DOL Form 5500 · updated monthly

Aunalytics, Inc.401(k)

AUNALYTICS 401(K) RETIREMENT SAVINGS PLAN · SOUTH BEND, IN · plan year 2025

Reported admin expense ratio · 2025
0.56%

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

Aunalytics, Inc. reported $81,886 in plan administrative expenses for 2025: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,853 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 3 years on file its reported administrative ratio fell from 0.65% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 728th-largest of 1,562 plans among Indiana employers on file, and 6,658th of 11,654 in professional & technical services. In 2025, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 229 to 186 since 2022.

Plan summary
Net assets, end of year$14,663,472
Participants with balances235
Active participants186
Employer contributions$530,648
Employee contributions$1,085,632
Employer contribution per active participant$2,853
Average account balance$62,398
Benefits paid to participants$4,197,098
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.7M · 235 accts · $531K emplr
2024$14.6M · 244 accts · $559K emplr
2023$12.2M · 252 accts · $583K emplr
2022$9.4M · 247 accts · $586K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$15,671
Investment management$66,128
Total administrative$81,886
The Aunalytics, Inc. 401(k) match · 2025
Employer contribution per active participant$2,853
Median for plans this size$2,666
2025$2,853 per active participant
2024$2,770 per active participant
2023$2,604 per active participant
2022$2,559 per active participant

Aunalytics, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
1ST SOURCE BANK · Recordkeeping · Consulting$81,799

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

Recordkeeper by year3
20251ST SOURCE BANK
20241ST SOURCE BANK
20231ST SOURCE BANK

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

Administrative cost history4
2025$81,886 · 0.56%
2024$84,649 · 0.63%
2023$65,575 · 0.61%
2022$63,359 · 0.65%
Same employer
Similar plansProfessional & Technical Services · Indiana
Emarsys North America, Inc. IN$15.7M · 0.03%
Ryze Claim Solutions LLC IN$14.9M · 0.32%
Formstack, LLC IN$14.5M · 0.04%
The Schneider Corporation IN$13.8M · 0.45%
Theoris, Inc. IN$13.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453679420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.