Plan Ledger DOL Form 5500 · updated monthly

Constant Contact, Inc.401(k)

CONSTANT CONTACT INC. 401K PLAN · WALTHAM, MA · plan year 2025

Reported admin expense ratio · 2025
0.09%

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

Constant Contact, Inc. reported $112,166 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,092 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 fell from 0.15% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other information & media employers. By assets it is the 344th-largest of 2,726 plans among Massachusetts employers on file, and the 247th of 2,199 in information & media. In 2025, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$142,027,571
Participants with balances1,272
Active participants944
Employer contributions$3,863,312
Employee contributions$8,924,029
Employer contribution per active participant$4,092
Average account balance$111,657
Benefits paid to participants$9,801,210
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$142.0M · 1,272 accts · $3.9M emplr
2024$117.1M · 1,286 accts · $3.7M emplr
2023$99.2M · 1,283 accts · $3.5M emplr
2022$78.0M · 1,293 accts · $3.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$76,435
Investment management$9,236
Total administrative$112,166
The Constant Contact, Inc. 401(k) match · 2025
Employer contribution per active participant$4,092
Median for plans this size$4,093
2025$4,092 per active participant
2024$3,712 per active participant
2023$3,807 per active participant
2022$3,505 per active participant

Constant Contact, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,435
CARON & BLETZER, PLLC · Accounting / audit$11,505
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,236

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

Administrative cost history4
2025$112,166 · 0.09%
2024$109,834 · 0.10%
2023$152,140 · 0.17%
2022$124,096 · 0.15%
Same employer
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Cargurus, Inc. MA$138.4M · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 043285398 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.