Plan Ledger DOL Form 5500 · updated monthly

Johnson Service Group, Inc.401(k)

JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - CONTRACT EMPLOYEES · WESTMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Johnson Service Group, Inc. reported $7,759 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.053% to 0.048%. 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 1,830th-largest of 3,702 plans among Illinois employers on file, and 6,009th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$17,550,481
Participants with balances452
Active participants2,096
Employer contributions$0
Employee contributions$2,746,322
Employer contribution per active participant$0
Average account balance$38,828
Benefits paid to participants$3,330,750
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 452 accts
2023$15.1M · 452 accts
2022$12.3M · 473 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,759
Total administrative$7,759
The Johnson Service Group, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Johnson Service Group, 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,759
OSAIC WEALTH INCindirect comp
WOODBURY FINANCIAL SERVICES INCindirect comp

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$7,759 · 0.05%
2023$10,014 · 0.07%
2022$6,845 · 0.05%
All plans at this employer2
JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - CONTRACT EMPLOYEES401(k)
JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - STAFF EMPLOYEES401(k)
Same employer
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Legal Aid Chicago IL$18.0M · 0.21%
Aria Group Architects, Inc. IL$17.9M · 0.39%
Silkroad Technology, Inc. IL$17.8M · 0.42%
Fuji America Corporation IL$17.5M · 0.47%
The Sedona Group, LTD. IL$17.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363321537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.