Plan Ledger DOL Form 5500 · updated monthly

Risi, Inc.401(k)

FASTMARKETS SAVINGS AND INVESTMENT PLAN · BURLINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Risi, Inc. reported $64,148 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,225 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 0.13% to 0.20%. 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 924th-largest of 2,726 plans among Massachusetts employers on file, and the 715th of 2,199 in information & media. In 2024, employees put in $4.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,967,311
Participants with balances237
Active participants154
Employer contributions$496,599
Employee contributions$2,113,825
Employer contribution per active participant$3,225
Average account balance$143,322
Benefits paid to participants$3,402,849
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$34.0M · 237 accts · $497K emplr
2023$30.4M · 240 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,002
Investment management$32,146
Total administrative$64,148
The Risi, Inc. 401(k) match · 2024
Employer contribution per active participant$3,225
Median for plans this size$2,416
2024$3,225 per active participant
2023$2,675 per active participant

Risi, Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,002
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$30,023

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

Administrative cost history2
2024$64,148 · 0.20%
2023$38,340 · 0.13%
Same employer
Similar plansInformation & Media · Massachusetts
Salsify, Inc MA$37.5M · 0.24%
The Channel Company, LLC MA$36.5M · 0.02%
Panorama Education, Inc. MA$35.9M · 0.08%
N-Able Technologies, Inc. MA$35.2M · 0.18%
Btc Mobility MA$31.3M · 0.17%
Vnc LLC MA$30.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510396095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.