Plan Ledger DOL Form 5500 · updated monthly

Bottomline Technologies, Inc.401(k)

BOTTOMLINE TECHNOLOGIES 401(K) PLAN · PORTSMOUTH, NH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Bottomline Technologies, Inc. reported $184,876 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,643 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 0.02% to 0.08%. 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 19th-largest of 411 plans among New Hampshire employers on file, and the 678th of 11,654 in professional & technical services. In 2024, employees put in $4.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$242,185,313
Participants with balances1,818
Active participants1,267
Employer contributions$3,349,119
Employee contributions$16,179,896
Employer contribution per active participant$2,643
Average account balance$133,215
Benefits paid to participants$21,171,629
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$242.2M · 1,818 accts · $3.3M emplr
2023$207.0M · 1,728 accts · $3.3M emplr
2022$169.8M · 1,783 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,562
Investment management$41,927
Audit (IQPA)$10,500
Total administrative$184,876
The Bottomline Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,643
Median for plans this size$3,635
2024$2,643 per active participant
2023$2,860 per active participant
2022$2,690 per active participant

Bottomline Technologies, Inc.'s 2024 employer contribution ran below 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 · 20244
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)$53,192
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,725
WEALTH ENHANCEMENT GROUP · Investment advisory (plan)$41,927
BOIVIN & ASSOCIATES · Accounting / audit$10,500

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$184,876 · 0.08%
2023$94,034 · 0.05%
2022$39,025 · 0.02%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Gibbons P.C. NJ$243.8M · 0.10%
Smithbucklin Corporation IL$242.5M · 0.19%
Cars.com, LLC IL$241.1M · 0.07%
Eclinicalworks, LLC MA$240.9M · 0.07%
Inmar, Inc. NC$240.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020433294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.