Plan Ledger DOL Form 5500 · updated monthly

Burgess Information Systems Inc.401(k)

BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST · GAINESVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Burgess Information Systems Inc. reported $103,503 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,126 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 0.69% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 761st-largest of 2,160 plans among Georgia employers on file, and the 891st of 2,199 in information & media. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 165 to 280 since 2022.

Plan summary
Net assets, end of year$24,819,069
Participants with balances249
Active participants280
Employer contributions$595,175
Employee contributions$1,464,444
Employer contribution per active participant$2,126
Average account balance$99,675
Benefits paid to participants$2,731,932
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 249 accts · $595K emplr
2023$22.6M · 249 accts · $645K emplr
2022$12.2M · 170 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,407
Investment management$51,096
Total administrative$103,503
The Burgess Information Systems Inc. 401(k) match · 2024
Employer contribution per active participant$2,126
Median for plans this size$2,416
2024$2,126 per active participant
2023$2,416 per active participant
2022$2,582 per active participant

Burgess Information Systems Inc.'s 2024 employer contribution ran below 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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$52,407
MORGAN STANLEY SMITH BARNEY · Investment advisory (plan)$56,772

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$103,503 · 0.44%
2023$98,209 · 0.57%
2022$92,074 · 0.69%
Similar plansInformation & Media · Georgia
Sbs Services Corporation GA$27.1M · 0.43%
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Alogent Holdings, Inc. GA$26.1M · 0.23%
Callrail GA$24.2M · 0.27%
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Delta Communications, LLC GA$23.6M · 0.20%
Dm Luxury LLC GA$21.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581966314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.