Plan Ledger DOL Form 5500 · updated monthly

Erie International Group, LLC401(k)

ERIE INTERNATIONAL GROUP, LLC 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Erie International Group, LLC reported $5,656 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $637 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 1 year on file its reported administrative ratio fell from 0.30% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Illinois (3,273rd of 3,702), and 1,807th of 2,534 in administrative & support services. In 2023, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,701,870
Participants with balances81
Active participants69
Employer contributions$43,949
Employee contributions$148,863
Employer contribution per active participant$637
Average account balance$33,356
Benefits paid to participants$345,381
Plan auditDisclaimer of opinion
AuditorO'NEILL & GASPARDO LLC
Plan history2
Yearassets · accounts · employer contribution
2023$2.7M · 81 accts · $44K emplr
2022$2.4M · 125 accts · $62K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,656
Total administrative$5,656
The Erie International Group, LLC 401(k) match · 2023
Employer contribution per active participant$637
Median for plans this size$1,308
2023$637 per active participant
2022$950 per active participant

Erie International Group, LLC's 2023 employer contribution ran below the $1,308 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 · 20231
ASCENSUS LLC · Recordkeeping$5,656

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

Administrative cost history2
2023$5,656 · 0.22%
2022$8,006 · 0.30%
Similar plansAdministrative & Support Services · Illinois
The Salem GROUP1 IL$3.0M · 0.11%
Halpin Personnel, Inc. IL$2.8M · 0.02%
Ebm, Inc IL$2.8M · 0.22%
Data Clean Corporation IL$2.2M · 0.11%
L2 Management LLC IL$2.2M · 1.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260233531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.