Plan Ledger DOL Form 5500 · updated monthly

Press Ganey Associates LLC401(k)

PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Press Ganey Associates LLC reported $347,905 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $3,299 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 0.19% to 0.16%. 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 67th-largest of 1,562 plans among Indiana employers on file, and the 687th of 11,654 in professional & technical services. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$238,696,272
Participants with balances2,811
Active participants2,040
Employer contributions$6,729,675
Employee contributions$16,729,114
Employer contribution per active participant$3,299
Average account balance$84,915
Benefits paid to participants$18,393,591
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$238.7M · 2,811 accts · $6.7M emplr
2023$205.4M · 2,837 accts · $768K emplr
2022$152.3M · 2,684 accts · $5.7M emplr
The Press Ganey Associates LLC 401(k) match · 2024
Employer contribution per active participant$3,299
Median for plans this size$3,635
2024$3,299 per active participant
2023$384 per active participant
2022$2,758 per active participant

Press Ganey Associates LLC's 2024 employer contribution ran below 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$233,763
VANGUARD ADVISERS INC. · Investment advisory (participants)$64,373
SAGEVIEW ADVISORY GROUP LLC · Consulting$55,000

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

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

Administrative cost history3
2024$347,905 · 0.16%
2023$320,246 · 0.18%
2022$285,820 · 0.19%
Same employer
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Ice Miller LLP IN$370.6M · 0.09%
Worksmart Systems, Inc. IN$327.5M · 0.22%
Commissioning Agents Inc IN$175.8M · 0.09%
Bose McKinney & Evans LLP IN$141.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351646289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.