Plan Ledger DOL Form 5500 · updated monthly

Creative & Response Research Inc401(k)

CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Creative & Response Research Inc reported $60,154 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,120 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 0.180%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,214th-largest of 3,702 plans among Illinois employers on file, and the 3,773rd of 11,654 in professional & technical services. In 2024, employees put in $9.98 for every $1.00 the employer contributed; active participation has shrunk from 140 to 121 since 2022.

Plan summary
Net assets, end of year$34,134,213
Participants with balances166
Active participants121
Employer contributions$135,486
Employee contributions$1,351,941
Employer contribution per active participant$1,120
Average account balance$205,628
Benefits paid to participants$4,480,639
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 166 accts · $135K emplr
2023$32.6M · 175 accts · $359K emplr
2022$28.6M · 180 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,721
Investment management$40,433
Total administrative$60,154
The Creative & Response Research Inc 401(k) match · 2024
Employer contribution per active participant$1,120
Median for plans this size$2,416
2024$1,120 per active participant
2023$2,696 per active participant
2022$2,136 per active participant

Creative & Response Research Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MARINER WEALTH ADVISORS, LLC · Recordkeeping · Pension consulting$31,934
ADP, INC. · Loan processing · Recordkeeping$19,721
DUFEK & COMPANY LLC · Recordkeeping · Pension consulting$6,375
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, DUFEK & COMPANY LLC, MARINER WEALTH ADVISORS, LLC
2023ADP, DUFEK & COMPANY LLC, MARINER WEALTH ADVISORS, LLC

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Administrative cost history3
2024$60,154 · 0.18%
2023$58,094 · 0.19%
2022$57,843 · 0.18%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 362441654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.