Plan Ledger DOL Form 5500 · updated monthly

Education Analytics401(k)

EDUCATION ANALYTICS 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Education Analytics reported $65,137 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $16,740 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 1 year on file its reported administrative ratio fell from 0.86% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,020th of 1,936), and 6,446th of 11,654 in professional & technical services. In 2024, the employer put in $2.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,566,439
Participants with balances158
Active participants108
Employer contributions$1,807,948
Employee contributions$846,190
Employer contribution per active participant$16,740
Average account balance$98,522
Benefits paid to participants$1,518,508
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$15.6M · 158 accts · $1.8M emplr
2023$12.3M · 154 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,591
Investment management$63,546
Total administrative$65,137
The Education Analytics 401(k) match · 2024
Employer contribution per active participant$16,740
Median for plans this size$2,416
2024$16,740 per active participant
2023$15,077 per active participant

Education Analytics's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$23,029
ADP, INC. · Loan processing · Recordkeeping$21,773
WELLTH ADVISORY SERVICES, LLC · Recordkeeping · Trustee$20,333

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS, WELLTH ADVISORY SERVICES, LLC
2023ADP, GLOBAL RETIREMENT PARTNERS

This plan has changed recordkeepers within these filings. If you left Education Analytics before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$65,137 · 0.47%
2023$86,874 · 0.86%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Gruber Law Offices, LLC WI$15.8M · 0.28%
Cherry Optical, Inc. WI$15.8M · 0.07%
Workforce Solutions, LLC WI$15.5M · 0.68%
Acolad, Inc. WI$15.2M · 0.39%
Naturescape WI$14.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461580391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.