Plan Ledger DOL Form 5500 · updated monthly

Dialogdirect, Inc.401(k)

QUALFON/DIALOG DIRECT 401K PLAN · HIGHLAND PARK, MI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Dialogdirect, Inc. reported $210,980 in plan administrative expenses for 2024: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $148 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 0.40%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 474th-largest of 2,619 plans among Michigan employers on file, and the 2,540th of 11,654 in professional & technical services. In 2024, employees put in $8.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,699,291
Participants with balances986
Active participants3,089
Employer contributions$458,419
Employee contributions$3,936,802
Employer contribution per active participant$148
Average account balance$56,490
Benefits paid to participants$4,973,256
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.7M · 986 accts · $458K emplr
2023$48.6M · 963 accts · $449K emplr
2022$41.0M · 1,015 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,490
Investment management$82,940
Audit (IQPA)$6,150
Total administrative$210,980
The Dialogdirect, Inc. 401(k) match · 2024
Employer contribution per active participant$148
Median for plans this size$3,635
2024$148 per active participant
2023$156 per active participant
2022$139 per active participant

Dialogdirect, 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$119,490
CREATIVE PLANNING LLC · Investment advisory (plan)$73,461
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,479
UHY LLP · Accounting / audit$6,150

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$210,980 · 0.40%
2023$192,475 · 0.43%
2022$192,497 · 0.42%
Similar plansProfessional & Technical Services · Michigan
Prein & Newhof MI$59.8M · 0.16%
Pma Consultants LLC MI$59.7M · 0.11%
Marketing Associates, LLC MI$58.2M · 0.09%
Azo Services, Inc. MI$54.2M · 0.00%
Spicer Group, Inc. MI$54.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461570786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.