Plan Ledger DOL Form 5500 · updated monthly

Avison Young (USA) Inc.401(k)

AVISON YOUNG (US) 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Avison Young (USA) Inc. reported $216,163 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,246 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 0.20% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 446th-largest of 3,702 plans among Illinois employers on file, and the 89th of 2,096 in real estate & leasing. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$136,705,919
Participants with balances1,483
Active participants1,401
Employer contributions$4,547,155
Employee contributions$11,186,879
Employer contribution per active participant$3,246
Average account balance$92,182
Benefits paid to participants$15,261,331
Plan auditUnmodified (clean) audit opinion
AuditorBENEFIT AUDIT GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$136.7M · 1,483 accts · $4.5M emplr
2023$116.8M · 1,507 accts · $4.6M emplr
2022$91.9M · 1,451 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,163
Investment management$70,000
Total administrative$216,163
The Avison Young (USA) Inc. 401(k) match · 2024
Employer contribution per active participant$3,246
Median for plans this size$3,635
2024$3,246 per active participant
2023$3,082 per active participant
2022$2,856 per active participant

Avison Young (USA) Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$146,163
CREATIVE PLANNING LLC · Investment advisory (plan)$52,500
MESIROW FINANCIAL INC · Investment advisory (plan)$17,500

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$216,163 · 0.17%
2023$190,891 · 0.18%
2022$188,885 · 0.20%
Same employer
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Equity Residential IL$326.5M · 0.04%
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Jmb Realty Corporation IL$244.9M · 0.02%
The Inland Group, LLC IL$108.5M · 0.18%
National Equity Fund Inc. IL$91.6M · 0.15%
Heitman LLC IL$90.9M · 0.29%
Ventas, Inc. IL$90.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264204707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.