Plan Ledger DOL Form 5500 · updated monthly

Data Exchange Corporation401(k)

DATA EXCHANGE CORP 401K PLAN · CAMARILLO, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Data Exchange Corporation reported $2,591 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,248th of 9,483), and the 1,588th of 3,341 in other services.

Plan summary
Net assets, end of year$10,767,345
Participants with balances66
Active participants89
Employer contributions$0
Employee contributions$470,060
Employer contribution per active participant$0
Average account balance$163,142
Benefits paid to participants$348,506
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK
The Data Exchange Corporation 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Data Exchange Corporation's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,591 · 0.02%
Similar plansOther Services · California
Madison Reed CA$10.8M · 0.30%
Vistability CA$10.8M · 0.01%
United Way, Inc. CA$10.8M · 0.02%
Echo Foundation CA$10.7M · 0.27%
Oil Changer, Inc. CA$10.7M · 0.59%
Glide Foundation CA$10.6M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953580197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.