Plan Ledger DOL Form 5500 · updated monthly

Fractal Analytics, Inc.401(k)

FRACTAL ANALYTICS, INC. RETIREMENT TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Fractal Analytics, Inc. reported $57,674 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,287 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 0.70% to 0.48%. 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 New York (3,082nd of 5,648), and 6,846th of 11,654 in professional & technical services. In 2024, employees put in $6.26 for every $1.00 the employer contributed; active participation has grown from 261 to 391 since 2022.

Plan summary
Net assets, end of year$13,938,553
Participants with balances440
Active participants391
Employer contributions$503,024
Employee contributions$3,146,480
Employer contribution per active participant$1,287
Average account balance$31,679
Benefits paid to participants$1,293,901
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 440 accts · $503K emplr
2023$10.0M · 375 accts
2022$4.5M · 292 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,818
Investment management$10,856
Total administrative$57,674
The Fractal Analytics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,287
Median for plans this size$2,416

Fractal Analytics, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$46,817
MMA SECURITIES, LLC · Recordkeeping · Trustee$10,855

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, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

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

Administrative cost history3
2024$57,674 · 0.48%
2023$44,823 · 0.62%
2022$28,399 · 0.70%
Same employer
Similar plansProfessional & Technical Services · New York
Catchpoint System, Inc. NY$14.1M · 0.23%
Dstillery, Inc. NY$14.1M · 0.06%
Appellate Advocates NY$14.0M · 0.25%
The Innocence Project, Inc. NY$13.9M · 0.05%
Docuware Corporation NY$13.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270070961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.