Plan Ledger DOL Form 5500 · updated monthly

Civis Analytics, Inc.401(k)

CIVIS ANALYTICS RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Civis Analytics, Inc. reported $65,413 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,740 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 0.03% to 0.47%. 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 among the smaller plans on file in Illinois (2,035th of 3,702), and 6,701st of 11,654 in professional & technical services. In 2024, employees put in $8.24 for every $1.00 the employer contributed; active participation has shrunk from 115 to 46 since 2022.

Plan summary
Net assets, end of year$14,493,342
Participants with balances325
Active participants46
Employer contributions$80,043
Employee contributions$659,877
Employer contribution per active participant$1,740
Average account balance$44,595
Benefits paid to participants$1,331,792
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 325 accts · $80K emplr
2023$13.1M · 365 accts · $90K emplr
2022$12.4M · 421 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,892
Investment management$34,521
Total administrative$65,413
The Civis Analytics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,740
Median for plans this size$2,416
2024$1,740 per active participant
2023$1,478 per active participant
2022$1,633 per active participant

Civis Analytics, 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$30,892
FAIRCOURT PARTNERS LLC · Investment advisory (plan)$34,521

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$65,413 · 0.47%
2023$23,915 · 0.19%
2022$4,500 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Illinois
Phigenics Management, Inc IL$14.7M · 0.10%
Fourkites, Inc. IL$14.5M · 0.26%
Blitt and Gaines, P.C. IL$14.5M · 0.35%
Uptake Technologies, Inc. IL$14.5M · 0.49%
Elevate Energy IL$14.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462018701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.