Plan Ledger DOL Form 5500 · updated monthly

Nuix North America Inc.401(k)

NUIX NORTH AMERICA INC. 401(K) PLAN · HERNDON, VA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Nuix North America Inc. reported $71,276 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,163 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 0.28% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 712th-largest of 2,266 plans among Virginia employers on file, and the 756th of 2,199 in information & media. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has shrunk from 245 to 181 since 2022.

Plan summary
Net assets, end of year$31,119,058
Participants with balances322
Active participants181
Employer contributions$1,115,419
Employee contributions$2,715,519
Employer contribution per active participant$6,163
Average account balance$96,643
Benefits paid to participants$3,220,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 322 accts · $1.1M emplr
2023$26.5M · 334 accts · $1.1M emplr
2022$20.2M · 338 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,694
Investment management$42,582
Total administrative$71,276
The Nuix North America Inc. 401(k) match · 2024
Employer contribution per active participant$6,163
Median for plans this size$2,416
2024$6,163 per active participant
2023$5,920 per active participant
2022$4,889 per active participant

Nuix North America Inc.'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
THE VANGUARD GROUP, INC. · Recordkeeping$28,694
FIDUCIARY WEALTH MANAGEMENT · Investment advisory (plan)$31,038
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$11,545

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$71,276 · 0.25%
2023$61,558 · 0.26%
2022$58,616 · 0.28%
Same employer
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Inmarsat Government, Inc. VA$34.9M · 0.12%
Dtsv, Inc. VA$32.7M · 0.42%
Neosystems Corp. VA$31.7M · 0.16%
Pccw Global, Inc. VA$31.5M · 0.26%
Edgeconnex Inc. VA$30.8M · 0.01%
Ultisat Inc. VA$28.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261486949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.