Plan Ledger DOL Form 5500 · updated monthly

Dynata, LLC401(k)

DYNATA, LLC EMPLOYEE 401(K) PLAN · SHELTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Dynata, LLC reported $196,183 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $246 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 0.22% to 0.18%. 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 176th-largest of 1,106 plans among Connecticut employers on file, and the 1,334th of 11,654 in professional & technical services. In 2024, employees put in $4.90 for every $1.00 the employer contributed; active participation has grown from 1,655 to 4,474 since 2022.

Plan summary
Net assets, end of year$114,071,239
Participants with balances1,117
Active participants4,474
Employer contributions$1,102,667
Employee contributions$5,403,303
Employer contribution per active participant$246
Average account balance$102,123
Benefits paid to participants$9,422,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.1M · 1,117 accts · $1.1M emplr
2023$100.8M · 1,119 accts · $1.5M emplr
2022$86.9M · 1,208 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,329
Investment management$109,854
Total administrative$196,183
The Dynata, LLC 401(k) match · 2024
Employer contribution per active participant$246
Median for plans this size$3,635
2024$246 per active participant
2023$1,676 per active participant
2022$1,724 per active participant

Dynata, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$84,688
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$84,688
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$25,166

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$196,183 · 0.18%
2023$167,071 · 0.18%
2022$215,186 · 0.22%
Same employer
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Murtha Cullina LLP CT$114.9M · 0.11%
Cummings & Lockwood LLC CT$107.2M · 0.06%
Rws Life Sciences Inc. CT$104.4M · 0.38%
Withers Bergman LLP CT$100.6M · 0.08%
Greenwich Associates LLC CT$98.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920188807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.