Chai Trust Company, LLC D/B/A Equity Group Investments401(k)

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

Chai Trust Company, LLC D/B/A Equity Group Investments reported $147,346 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $15,083 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 0.18%. 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 635th-largest of 3,702 plans among Illinois employers on file, and the 152nd of 2,096 in real estate & leasing. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 139 to 116 since 2022.