Plan Ledger DOL Form 5500 · updated monthly

Information Systems Audit and Control401(k)

INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT · SCHAUMBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Information Systems Audit and Control reported $112,170 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $6,656 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,031st-largest of 3,702 plans among Illinois employers on file, and the 503rd of 3,341 in other services. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 338 to 276 since 2022.

Plan summary
Net assets, end of year$42,879,127
Participants with balances383
Active participants276
Employer contributions$1,837,057
Employee contributions$2,782,770
Employer contribution per active participant$6,656
Average account balance$111,956
Benefits paid to participants$3,556,616
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.9M · 383 accts · $1.8M emplr
2023$36.7M · 407 accts · $1.8M emplr
2022$29.0M · 435 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,926
Investment management$26,244
Total administrative$112,170
The Information Systems Audit and Control 401(k) match · 2024
Employer contribution per active participant$6,656
Median for plans this size$2,416
2024$6,656 per active participant
2023$6,640 per active participant
2022$4,755 per active participant

Information Systems Audit and Control's 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$85,926
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$26,244

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$112,170 · 0.28%
2023$106,881 · 0.33%
2022$94,754 · 0.31%
Same employer
Similar plansOther Services · Illinois
The Morton Arboretum IL$43.3M · 0.14%
Alliance for Audited Media IL$43.2M · 0.24%
National Safety Council IL$42.7M · 0.11%
Erie Family Health Center IL$41.6M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237067291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.