Plan Ledger DOL Form 5500 · updated monthly

Axis Analytics, LLC401(k)

AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN · BERKELEY HEIGHTS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Axis Analytics, LLC reported $67,644 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $4,047 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 0.15% to 0.41%. 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 1,135th-largest of 2,419 plans among New Jersey employers on file, and 5,984th of 11,654 in professional & technical services. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has shrunk from 120 to 105 since 2022.

Plan summary
Net assets, end of year$17,697,309
Participants with balances156
Active participants105
Employer contributions$424,901
Employee contributions$1,463,196
Employer contribution per active participant$4,047
Average account balance$113,444
Benefits paid to participants$1,952,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 156 accts · $425K emplr
2023$15.4M · 160 accts
2022$12.2M · 180 accts · $161K emplr
Administrative expenses, itemized · 2024
Investment management$57,069
Audit (IQPA)$5,200
Total administrative$67,644
The Axis Analytics, LLC 401(k) match · 2024
Employer contribution per active participant$4,047
Median for plans this size$2,416
2024$4,047 per active participant
2022$1,343 per active participant

Axis Analytics, LLC'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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$57,069
AXIS GROUP LLC$5,375
LARSON ALLEN LLP · Accounting / audit$5,200

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$67,644 · 0.41%
2023$57,349 · 0.42%
2022$19,290 · 0.15%
Similar plansProfessional & Technical Services · New Jersey
Asembia, LLC NJ$17.8M · 0.61%
Ih Engineers, PC NJ$17.7M · 0.40%
Citiustech, Inc. NJ$17.4M · 0.83%
Inflexionpoint NJ$17.3M · 0.08%
Mfxchange US, Inc. NJ$17.1M · 0.08%
The Artcraft Group, Inc. NJ$17.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223477297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.