Plan Ledger DOL Form 5500 · updated monthly

Optimizely North America Inc.401(k)

EPISERVER, INC. 401(K) PROFIT SHARING PLAN & TRUST · NASHUA, NH · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Optimizely North America Inc. reported $224,349 in plan administrative expenses for 2025: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,752 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 fell from 0.68% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 40th-largest of 411 plans among New Hampshire employers on file, and the 1,635th of 11,654 in professional & technical services. In 2025, employees put in $2.63 for every $1.00 the employer contributed; active participation has shrunk from 564 to 478 since 2022.

Plan summary
Net assets, end of year$91,618,886
Participants with balances925
Active participants478
Employer contributions$2,749,538
Employee contributions$7,232,411
Employer contribution per active participant$5,752
Average account balance$99,047
Benefits paid to participants$9,430,945
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$91.6M · 925 accts · $2.7M emplr
2024$74.6M · 927 accts · $2.6M emplr
2023$62.6M · 986 accts · $2.6M emplr
2022$48.8M · 1,061 accts · $4.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$70,610
Audit (IQPA)$15,485
Total administrative$224,349
The Optimizely North America Inc. 401(k) match · 2025
Employer contribution per active participant$5,752
Median for plans this size$4,093
2025$5,752 per active participant
2024$5,216 per active participant
2023$4,941 per active participant
2022$7,115 per active participant

Optimizely North America Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$166,510
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$42,354
CARON & BLETZER, PLLC · Accounting / audit$15,485

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

Administrative cost history4
2025$224,349 · 0.27%
2024$222,872 · 0.32%
2023$290,646 · 0.52%
2022$229,694 · 0.68%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Skillsoft Corporation NH$216.2M · 0.14%
Red River Technology LLC NH$101.3M · 0.26%
Tom Tom North America NH$91.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020497493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.