Plan Ledger DOL Form 5500 · updated monthly

Catalina Marketing Corporation401(k)

CATALINA MARKETING CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Catalina Marketing Corporation reported $62,530 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,842 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 0.06% to 0.05%. 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 249th-largest of 3,644 plans among Florida employers on file, and the 1,114th of 11,654 in professional & technical services. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has shrunk from 468 to 313 since 2022.

Plan summary
Net assets, end of year$139,583,948
Participants with balances665
Active participants313
Employer contributions$1,828,496
Employee contributions$4,267,264
Employer contribution per active participant$5,842
Average account balance$209,901
Benefits paid to participants$14,352,724
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.6M · 665 accts · $1.8M emplr
2023$126.7M · 745 accts · $2.3M emplr
2022$111.4M · 805 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,530
Total administrative$62,530
The Catalina Marketing Corporation 401(k) match · 2024
Employer contribution per active participant$5,842
Median for plans this size$3,635
2024$5,842 per active participant
2023$5,657 per active participant
2022$5,204 per active participant

Catalina Marketing 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,530

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$62,530 · 0.05%
2023$69,975 · 0.06%
2022$72,923 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Florida
Newfold Digital, Inc. FL$148.0M · 0.26%
The Hackett Group, Inc. FL$143.7M · 0.17%
The Simplex Group, Inc. FL$141.4M · 0.75%
Mainline Information Systems FL$123.7M · 0.12%
V P Holdings, Inc. FL$121.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330499007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.