Plan Ledger DOL Form 5500 · updated monthly

Ebix, Inc.401(k)

EBIX, INC. CASH OPTION PROFIT SHARING TRUST · JOHNS CREEK, GA · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Ebix, Inc. reported $134,949 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,047 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 445th-largest of 2,160 plans among Georgia employers on file, and the 2,651st of 11,654 in professional & technical services. In 2023, employees put in $5.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,755,966
Participants with balances585
Active participants419
Employer contributions$438,577
Employee contributions$2,298,671
Employer contribution per active participant$1,047
Average account balance$90,181
Benefits paid to participants$3,366,336
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.2M · 444 accts · $272K emplr
2023$52.8M · 585 accts · $439K emplr
2022$45.8M · 600 accts · $403K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$63,151
Investment management$71,798
Total administrative$134,949
The Ebix, Inc. 401(k) match · 2023
Employer contribution per active participant$1,047
Median for plans this size$2,440
2024$1,235 per active participant
2023$1,047 per active participant
2022$920 per active participant

Ebix, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK · Recordkeeping · Loan processing$63,151
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$71,798

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,965 · 0.29%
2023$134,949 · 0.27%
2022$143,180 · 0.27%
Same employer
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Newfields Companies, LLC GA$60.4M · 0.25%
Aptos, LLC GA$59.8M · 0.23%
Salesloft, Inc. GA$59.4M · 0.27%
Fordharrison LLP GA$52.1M · 0.25%
Miller Zell Inc. GA$51.1M · 0.03%
The Weather Company, LLC GA$51.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770021975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.