Plan Ledger DOL Form 5500 · updated monthly

The Marketing Practice401(k)

THE MARKETING PRACTICE 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

The Marketing Practice reported $71,821 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,931 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 0.51% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (860th of 1,461), and 8,540th of 11,654 in professional & technical services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 114 to 101 since 2022.

Plan summary
Net assets, end of year$8,405,432
Participants with balances231
Active participants101
Employer contributions$498,047
Employee contributions$965,966
Employer contribution per active participant$4,931
Average account balance$36,387
Benefits paid to participants$2,976,480
Plan auditUnmodified (clean) audit opinion
AuditorWALDRON RAND
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 231 accts · $498K emplr
2023$4.5M · 208 accts · $612K emplr
2022$2.1M · 172 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,739
Investment management$52,992
Total administrative$71,821
The The Marketing Practice 401(k) match · 2024
Employer contribution per active participant$4,931
Median for plans this size$1,313
2024$4,931 per active participant
2023$5,015 per active participant
2022$3,696 per active participant

The Marketing Practice's 2024 employer contribution ran above the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$21,154
TRILOGY CAPITAL INC · Investment advisory (plan)$52,992

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$71,821 · 1.12%
2023$19,267 · 0.59%
2022$6,479 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Colorado
Keg 1 Colorado LLC CO$8.7M · 1.04%
Halker Consulting LLC CO$8.5M · 0.05%
Upside Connection, LLC CO$8.4M · 0.50%
Anthesis LLC CO$8.3M · 0.50%
Unbridled Solutions, LLC CO$8.0M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 812768952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.