Plan Ledger DOL Form 5500 · updated monthly

Mandli Communications, Inc.401(k)

MANDLI COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · FITCHBURG, WI · plan year 2023

Reported admin expense ratio · 2023
1.25%

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

Mandli Communications, Inc. reported $49,353 in plan administrative expenses for 2023: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,312 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 rose from 0.65% to 1.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,687th of 1,936), and 2,440th of 3,341 in other services. In 2023, employees put in $2.51 for every $1.00 the employer contributed; active participation has shrunk from 153 to 97 since 2022.

Plan summary
Net assets, end of year$4,197,714
Participants with balances122
Active participants97
Employer contributions$127,237
Employee contributions$319,394
Employer contribution per active participant$1,312
Average account balance$34,407
Benefits paid to participants$573,640
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $70K emplr
2023$4.2M · 122 accts · $127K emplr
2022$3.7M · 132 accts · $157K emplr
Administrative expenses, itemized · 2023
Investment management$49,353
Total administrative$49,353
The Mandli Communications, Inc. 401(k) match · 2023
Employer contribution per active participant$1,312
Median for plans this size$1,308
2023$1,312 per active participant
2022$1,026 per active participant

Mandli Communications, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
REILLY PENNER & BENTON LLP · Accounting / audit$21,300
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$11,200
EMPOWER ADVISORY GROUP LLC · Investment management$4,198
PEAK RETIREMENT GROUP · Contract administrator$1,589

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

Administrative cost history3
2024Not separately reported
2023$49,353 · 1.25%
2022$28,485 · 0.65%
Same employer
Similar plansOther Services · Wisconsin
Master Fleet, LLC WI$5.7M · 0.77%
Clarity Care, Inc. WI$5.4M · 1.19%
Workforce Resource, Inc. WI$4.0M · 0.48%
Fraser Industries WI$3.2M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391480132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.