Plan Ledger DOL Form 5500 · updated monthly

Elements Global Services Inc.401(k)

ELEMENTS GLOBAL SERVICES INC. RETIREMENT TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Elements Global Services Inc. reported $57,599 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,608 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 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,721st of 3,702), and 9,039th of 11,654 in professional & technical services. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,010,275
Participants with balances136
Active participants156
Employer contributions$406,815
Employee contributions$1,225,138
Employer contribution per active participant$2,608
Average account balance$51,546
Benefits paid to participants$890,939
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 136 accts · $407K emplr
2023$5.0M · 203 accts · $525K emplr
2022$2.8M · 188 accts · $459K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,460
Investment management$19,139
Total administrative$57,599
The Elements Global Services Inc. 401(k) match · 2024
Employer contribution per active participant$2,608
Median for plans this size$1,313
2024$2,608 per active participant
2023$3,575 per active participant
2022$2,980 per active participant

Elements Global Services Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$16,119
EMPOWER ADVISORY GROUP, LLC · Investment management$3,020

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$57,599 · 0.96%
2023$38,633 · 0.99%
2022$18,104 · 0.92%
Same employer
Similar plansProfessional & Technical Services · Illinois
Neon One LLC IL$7.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475407214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.