Plan Ledger DOL Form 5500 · updated monthly

Kivvit, LLC401(k)

KIVVIT RETIREMENT PLAN · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Kivvit, LLC reported $58,239 in plan administrative expenses for 2022: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,274 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 rose from 0.51% to 0.92%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,301st of 3,702), and 7,651st of 11,654 in professional & technical services. In 2022, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,121,423
Participants with balances189
Active participants133
Employer contributions$435,487
Employee contributions$1,335,981
Employer contribution per active participant$3,274
Average account balance$58,844
Benefits paid to participants$269,606
Plan auditUnmodified (clean) audit opinion
AuditorCRAY KAISER LTD.
Plan history2
Yearassets · accounts · employer contribution
2023$4.2M · 77 accts · $55K emplr
2022$11.1M · 189 accts · $435K emplr
Administrative expenses, itemized · 2022
Investment management$58,239
Total administrative$58,239
The Kivvit, LLC 401(k) match · 2022
Employer contribution per active participant$3,274
Median for plans this size$2,266

Kivvit, LLC's 2022 employer contribution ran above the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$70,183 · 0.92%
2022$58,239 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Illinois
Ninjatrader Group, LLC IL$11.3M · 0.41%
Pinnacle Live LLC IL$11.2M · 0.54%
Compusystems, Inc. IL$11.2M · 0.46%
Ars Advertising, LLC IL$11.0M · 0.64%
Closerlook, Inc. IL$10.7M · 0.27%
Dac Group/Chicago, Inc. IL$10.7M · 0.20%
Revolution Marketing, LLC IL$10.6M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611417875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.