Plan Ledger DOL Form 5500 · updated monthly

Etix, Inc.401(k)

ETIX, INC. RETIREMENT SAVINGS PLAN · MORRISVILE, NC · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Etix, Inc. reported $10,634 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.03% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in North Carolina (1,046th of 2,005), and 1,441st of 2,199 in information & media. active participation has grown from 152 to 185 since 2022.

Plan summary
Net assets, end of year$11,069,257
Participants with balances123
Active participants185
Employer contributions$0
Employee contributions$916,214
Employer contribution per active participant$0
Average account balance$89,994
Benefits paid to participants$89,750
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 123 accts
2023$8.9M · 109 accts
2022$6.7M · 111 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,048
Investment management$2,586
Total administrative$10,634
The Etix, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Etix, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,048

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$10,634 · 0.11%
2023$2,960 · 0.04%
2022$2,333 · 0.03%
Same employer
Similar plansInformation & Media · North Carolina
Teamworks Innovations, Inc. NC$15.8M · 0.54%
Cdata Software, Inc. NC$14.8M · 0.02%
Allbridge NC$13.4M · 0.33%
Grover Gaming, Inc. NC$10.8M · 0.78%
Lulu Press, Inc. NC$10.5M · 0.57%
Caring LLC NC$9.3M · 0.61%
Fm Systems Group, LLC NC$9.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364822318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.