Plan Ledger DOL Form 5500 · updated monthly

Corel Inc.401(k)

COREL INC. 401(K) RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Corel Inc. reported $68,641 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,440 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 0.17% to 0.20%. 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 the 1,370th-largest of 5,688 plans among Texas employers on file, and the 3,671st of 11,654 in professional & technical services. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has shrunk from 149 to 129 since 2022.

Plan summary
Net assets, end of year$35,092,400
Participants with balances365
Active participants129
Employer contributions$572,801
Employee contributions$1,953,588
Employer contribution per active participant$4,440
Average account balance$96,144
Benefits paid to participants$5,530,478
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 365 accts · $573K emplr
2023$33.5M · 380 accts · $546K emplr
2022$29.2M · 360 accts · $450K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,086
Investment management$37,555
Total administrative$68,641
The Corel Inc. 401(k) match · 2024
Employer contribution per active participant$4,440
Median for plans this size$2,416
2024$4,440 per active participant
2023$3,716 per active participant
2022$3,023 per active participant

Corel Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
LPL FINANCIAL · Investment advisory (plan)$35,336
EMPOWER ADVISORY GROUP, LLC · Investment management$2,219

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$68,641 · 0.20%
2023$60,179 · 0.19%
2022$59,148 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Texas
Vysus Moduspec Inc. TX$35.6M · 0.08%
Stem, Inc. TX$35.3M · 0.25%
Moroch Holdings, Inc. TX$35.0M · 0.22%
Pinnacle Asset Integrity TX$34.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870557105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.