Plan Ledger DOL Form 5500 · updated monthly

Perceptive Informatics, LLC D/B/A Calyx401(k)

CALYX 401(K) PLAN · MORRISVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Perceptive Informatics, LLC D/B/A Calyx reported $36,212 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,927 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 has held roughly steady near 0.046%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 230th-largest of 2,005 plans among North Carolina employers on file, and the 1,713th of 11,654 in professional & technical services. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 474 to 577 since 2022.

Plan summary
Net assets, end of year$87,277,175
Participants with balances782
Active participants577
Employer contributions$2,265,931
Employee contributions$5,279,282
Employer contribution per active participant$3,927
Average account balance$111,608
Benefits paid to participants$16,672,394
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.3M · 782 accts · $2.3M emplr
2023$70.2M · 534 accts · $1.9M emplr
2022$61.3M · 580 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,212
Total administrative$36,212
The Perceptive Informatics, LLC D/B/A Calyx 401(k) match · 2024
Employer contribution per active participant$3,927
Median for plans this size$3,635
2024$3,927 per active participant
2023$5,106 per active participant
2022$4,316 per active participant

Perceptive Informatics, LLC D/B/A Calyx's 2024 employer contribution ran above the $3,635 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 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$36,212

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$36,212 · 0.05%
2023$48,823 · 0.07%
2022$28,020 · 0.05%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Octapharma Plasma, Inc. NC$106.1M · 1.14%
Propharma Group NC$104.7M · 0.51%
Flexential Corp. NC$100.1M · 0.11%
McKim & Creed, Inc. NC$80.6M · 0.01%
Scottmadden, Inc. NC$80.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043517642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.