Plan Ledger DOL Form 5500 · updated monthly

Sagacity Media, Inc.401(k)

SAGACITY MEDIA, INC. 401(K) AND PROFIT SHARING PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Sagacity Media, Inc. reported $17,520 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. Employer contributions averaged $1,313 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 rose from 0.31% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Oregon (744th of 1,021), and 1,868th of 2,199 in information & media. In 2023, employees put in $3.80 for every $1.00 the employer contributed; active participation has shrunk from 75 to 56 since 2022.

Plan summary
Net assets, end of year$5,247,618
Participants with balances101
Active participants56
Employer contributions$73,507
Employee contributions$279,306
Employer contribution per active participant$1,313
Average account balance$51,957
Benefits paid to participants$1,073,383
Plan auditUnmodified (clean) audit opinion
AuditorVISSE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 85 accts · $71K emplr
2023$5.2M · 101 accts · $74K emplr
2022$5.1M · 123 accts · $87K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,575
Investment management$15,945
Total administrative$17,520
The Sagacity Media, Inc. 401(k) match · 2023
Employer contribution per active participant$1,313
Median for plans this size$1,308
2024$1,661 per active participant
2023$1,313 per active participant
2022$1,157 per active participant

Sagacity Media, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$15,944
ADP, INC. · Loan processing · Recordkeeping$1,575
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$16,617 · 0.35%
2023$17,520 · 0.34%
2022$17,245 · 0.31%
Similar plansInformation & Media · Oregon
Dark Horse Comics, LLC OR$8.9M · 0.50%
Audio and Video Labs, Inc OR$7.7M · 0.03%
Anywhereworks, Inc. OR$7.2M · 1.09%
Eagle Newspapers, Inc. OR$4.6M · 1.68%
Finity, Inc. OR$4.5M · 0.41%
Active Telesource, Inc. OR$1.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562373819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.