Plan Ledger DOL Form 5500 · updated monthly

Statistics & Data Corporation401(k)

STATISTICS & DATA CORPORATION 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Statistics & Data Corporation reported $48,431 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $8,249 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 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 520th-largest of 1,285 plans among Arizona employers on file, and 7,370th of 11,654 in professional & technical services. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has shrunk from 131 to 45 since 2022.

Plan summary
Net assets, end of year$12,083,639
Participants with balances121
Active participants45
Employer contributions$371,193
Employee contributions$892,086
Employer contribution per active participant$8,249
Average account balance$99,865
Benefits paid to participants$2,368,853
Plan auditUnmodified (clean) audit opinion
AuditorTONNESON & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 121 accts · $371K emplr
2023$11.6M · 160 accts · $505K emplr
2022$9.0M · 159 accts · $517K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,904
Investment management$29,527
Total administrative$48,431
The Statistics & Data Corporation 401(k) match · 2024
Employer contribution per active participant$8,249
Median for plans this size$2,416
2024$8,249 per active participant
2023$3,744 per active participant
2022$3,949 per active participant

Statistics & Data Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$29,020
ADP, INC. · Loan processing · Recordkeeping$19,410
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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$48,431 · 0.41%
2023$42,507 · 0.41%
2022$39,555 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Arizona
Infoarmor, Inc. AZ$12.4M · 0.65%
Integrity Outsource, LLC AZ$12.4M · 1.48%
Statistical Research, Inc. AZ$12.3M · 0.02%
Ev Group Incorporated AZ$12.1M · 0.48%
Intra Edge, Inc. AZ$11.7M · 0.73%
The Riester Corporation AZ$11.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203804399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.