Plan Ledger DOL Form 5500 · updated monthly

Beyondtrust Corporation401(k)

BEYONDTRUST CORPORATION 401K PLAN · RIDGELAND, MS · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Beyondtrust Corporation reported $171,224 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $6,498 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 0.22% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 26th-largest of 367 plans among Mississippi employers on file, and the 1,446th of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$104,767,075
Participants with balances1,060
Active participants808
Employer contributions$5,250,165
Employee contributions$8,791,198
Employer contribution per active participant$6,498
Average account balance$98,837
Benefits paid to participants$13,707,889
Plan auditUnmodified (clean) audit opinion
AuditorHLB GROSS COLLINS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$104.8M · 1,060 accts · $5.3M emplr
2023$88.5M · 948 accts · $4.9M emplr
2022$66.0M · 946 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,224
Investment management$70,000
Audit (IQPA)$18,000
Total administrative$171,224
The Beyondtrust Corporation 401(k) match · 2024
Employer contribution per active participant$6,498
Median for plans this size$3,635
2024$6,498 per active participant
2023$6,655 per active participant
2022$6,054 per active participant

Beyondtrust Corporation's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,224
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$70,000
HLB GROSS COLLINS, P.C. · Accounting / audit$18,000

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$171,224 · 0.18%
2023$157,523 · 0.20%
2022$150,160 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Mississippi
Butler Snow LLP MS$299.4M · 0.07%
Watkins & Eager PLLC MS$132.5M · 0.02%
Horne LLP MS$107.6M · 0.30%
Forman Watkins Krutz LLP MS$26.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204000074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.