Plan Ledger DOL Form 5500 · updated monthly

Blue Chip Marketing Worldwide401(k)

BLUE CHIP MARKETING WORLDWIDE 401(K) PLAN · BANNOCKBURN, IL · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Blue Chip Marketing Worldwide reported $73,296 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.40% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,729th-largest of 3,702 plans among Illinois employers on file, and the 5,714th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$19,163,881
Participants with balances276
Active participants202
Employer contributions$0
Employee contributions$1,721,445
Employer contribution per active participant$0
Average account balance$69,434
Benefits paid to participants$1,168,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 220 accts · $157K emplr
2023$19.2M · 276 accts
2022$15.6M · 293 accts · $331K emplr
The Blue Chip Marketing Worldwide 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440
2024$1,743 per active participant
2022$1,538 per active participant

Blue Chip Marketing Worldwide's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CARNOW AND ASSOCIATES, LTD. · Other servicesindirect comp
AMERIPRISE FINANCIAL SERVICESindirect comp

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$85,532 · 0.45%
2023$73,296 · 0.42%
2022$65,374 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Illinois
Sterling Engineering, Inc. IL$19.5M · 0.03%
Wilson Dow Group, Inc. IL$19.5M · 0.43%
Krd, LTD. IL$19.3M · 0.05%
Cotter Consulting, Inc. IL$18.9M · 0.31%
Dept Growth Marketing, Inc. IL$18.7M · 0.09%
PROJECT44, Inc. IL$18.7M · 0.55%
Cority Software (USA) Inc. IL$18.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364261521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.