Plan Ledger DOL Form 5500 · updated monthly

Personify Corporation401(k)

PERSONIFY CORPORATION 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Personify Corporation reported $86,677 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,072 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 0.41% to 0.33%. 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 1,596th-largest of 5,688 plans among Texas employers on file, and the 813th of 2,199 in information & media. In 2024, employees put in $3.16 for every $1.00 the employer contributed; active participation has shrunk from 199 to 176 since 2022.

Plan summary
Net assets, end of year$28,451,607
Participants with balances291
Active participants176
Employer contributions$540,717
Employee contributions$1,709,359
Employer contribution per active participant$3,072
Average account balance$97,772
Benefits paid to participants$2,083,440
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 291 accts · $541K emplr
2023$24.6M · 324 accts · $548K emplr
2022$20.7M · 311 accts · $526K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,769
Investment management$45,908
Total administrative$86,677
The Personify Corporation 401(k) match · 2024
Employer contribution per active participant$3,072
Median for plans this size$2,416
2024$3,072 per active participant
2023$2,868 per active participant
2022$2,644 per active participant

Personify Corporation's 2024 employer contribution ran above the $2,416 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 · 20243
RETIREMENT PLAN FIDUCIARIES LLC · Investment advisory (plan)$32,000
EMPOWER ADVISORY GROUP, LLC · Investment management$13,908

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$86,677 · 0.33%
2023$118,272 · 0.52%
2022$97,968 · 0.41%
Same employer
Similar plansInformation & Media · Texas
Mk Systems USA, Inc. TX$31.6M · 0.18%
Access Telecare, LLC TX$31.2M · 0.16%
Wargaming (USA), Inc. TX$30.4M · 0.25%
Rategain Technologies, Inc. TX$28.7M · 0.45%
Extenet Systems. Inc. TX$27.4M · 0.27%
Exponent Technologies, Inc. TX$27.3M · 0.34%
Datavox, Inc. TX$27.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541826450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.