Plan Ledger DOL Form 5500 · updated monthly

Chicago Mercantile Exchange, Inc.401(k)

CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Chicago Mercantile Exchange, Inc. reported $567,547 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $4,132 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 0.062% to 0.056%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 92nd-largest of 3,702 plans among Illinois employers on file, and the 166th of 4,798 in finance & insurance. In 2024, employees put in $3.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,080,167,945
Participants with balances3,718
Active participants2,245
Employer contributions$9,275,636
Employee contributions$34,169,962
Employer contribution per active participant$4,132
Average account balance$290,524
Benefits paid to participants$68,756,182
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 3,718 accts · $9.3M emplr
2023$932.3M · 3,751 accts · $9.2M emplr
2022$790.6M · 3,787 accts · $8.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,212
Investment management$444,705
Audit (IQPA)$21,630
Total administrative$567,547
The Chicago Mercantile Exchange, Inc. 401(k) match · 2024
Employer contribution per active participant$4,132
Median for plans this size$5,259
2024$4,132 per active participant
2023$4,188 per active participant
2022$3,810 per active participant

Chicago Mercantile Exchange, Inc.'s 2024 employer contribution ran below the $5,259 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 · 20245
STRATEGIC ADVISORS, INC. · Consulting · Investment advisory (plan)$200,850
FIDELITY INVESTMENTS INST OP CO LLC · Loan processing$156,305
WILLIS TOWERS WATSON · Consulting$101,212
CAPTRUST FINANCIAL ADVISORS · Consulting · Investment advisory (plan)$87,550
FORVIS MAZARS · Accounting / audit$21,630

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$567,547 · 0.06%
2023$558,068 · 0.06%
2022$551,761 · 0.06%
Same employer
Similar plansFinance & Insurance · Illinois
Hub International Limited IL$1.6B · 0.15%
Guggenheim Services, LLC IL$703.5M · 0.05%
Ryan Specialty, LLC IL$635.5M · 0.03%
Rate Holdings Corp. IL$525.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364340266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.