Plan Ledger DOL Form 5500 · updated monthly

Clarivate Analytics (US) LLC401(k)

CLARIVATE ANALYTICS 401(K) SAVINGS PLAN · ANN ARBOR, MI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Clarivate Analytics (US) LLC reported $356,190 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $4,632 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 3 years on file its reported administrative ratio has held roughly steady near 0.074%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 64th-largest of 2,619 plans among Michigan employers on file, and the 102nd of 2,199 in information & media. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$519,641,377
Participants with balances3,654
Active participants2,732
Employer contributions$12,654,715
Employee contributions$33,770,526
Employer contribution per active participant$4,632
Average account balance$142,212
Benefits paid to participants$46,231,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$519.6M · 3,654 accts · $12.7M emplr
2023$447.3M · 3,796 accts · $13.0M emplr
2022$360.4M · 3,854 accts · $12.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$225,780
Investment management$117,356
Audit (IQPA)$13,054
Total administrative$356,190
The Clarivate Analytics (US) LLC 401(k) match · 2024
Employer contribution per active participant$4,632
Median for plans this size$4,294
2024$4,632 per active participant
2023$4,726 per active participant
2022$4,199 per active participant

Clarivate Analytics (US) LLC's 2024 employer contribution ran above the $4,294 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$225,780
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$117,356
BAKER TILLY US, LLP · Accounting / audit$13,054

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$356,190 · 0.07%
2023$339,861 · 0.08%
2022$231,486 · 0.07%
Same employer
Similar plansInformation & Media · Michigan
Dropbox, Inc. CA$541.6M · 0.04%
Snowflake Inc. CA$529.4M · 0.04%
Wex Inc. ME$521.7M · 0.06%
Hyland Software, Inc. OH$512.0M · 0.10%
Amadeus North America, Inc. FL$484.9M · 0.06%
Orange Business Services VA$473.8M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231569117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.