Plan Ledger DOL Form 5500 · updated monthly

Data-Mail, Inc.401(k)

DATA-MAIL 401(K) RETIREMENT SAVINGS PLAN · NEWINGTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Data-Mail, Inc. reported $56,767 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,000 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 fell from 0.17% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 287th-largest of 1,106 plans among Connecticut employers on file, and the 280th of 2,534 in administrative & support services. In 2024, employees put in $3.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,108,646
Participants with balances560
Active participants791
Employer contributions$790,858
Employee contributions$2,939,203
Employer contribution per active participant$1,000
Average account balance$100,194
Benefits paid to participants$5,990,577
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.1M · 560 accts · $791K emplr
2023$52.2M · 608 accts · $757K emplr
2022$45.4M · 615 accts · $655K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,489
Investment management$50,278
Total administrative$56,767
The Data-Mail, Inc. 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$3,635
2024$1,000 per active participant
2023$993 per active participant
2022$824 per active participant

Data-Mail, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
USI ADVISORS INC · Investment advisory (plan)$50,278
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,489

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$56,767 · 0.10%
2023$68,576 · 0.14%
2022$83,791 · 0.17%
Same employer
Similar plansAdministrative & Support Services · Connecticut
Kbe Building Corporation CT$39.2M · 0.29%
Hudson Global, Inc. CT$36.1M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060867563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.