Plan Ledger DOL Form 5500 · updated monthly

Lincoln Park Zoo403(b)

LINCOLN PARK ZOOLOGICAL SOCIETY RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Lincoln Park Zoo reported $122,613 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,996 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 rose from 0.30% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,097th-largest of 3,702 plans among Illinois employers on file, and the 249th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,075,711
Participants with balances363
Active participants258
Employer contributions$773,046
Employee contributions$1,296,567
Employer contribution per active participant$2,996
Average account balance$110,401
Benefits paid to participants$2,646,384
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.1M · 363 accts · $773K emplr
2023$35.2M · 352 accts · $714K emplr
2022$29.9M · 358 accts · $723K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,613
Total administrative$122,613
Employer contributions to the Lincoln Park Zoo plan · 2024
Employer contribution per active participant$2,996
Median for plans this size$2,416
2024$2,996 per active participant
2023$2,756 per active participant
2022$2,953 per active participant

Lincoln Park Zoo's 2024 employer contribution ran above the $2,416 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 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$122,613
MORGAN STANLEY GLOBAL BANKING OPERA · Investment advisory (plan)indirect 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$122,613 · 0.33%
2023$103,626 · 0.32%
2022$98,461 · 0.30%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
Chicago White Sox IL$35.1M · 0.19%
Chicago Symphony Orchestra IL$34.2M · 0.17%
Vivid Seats, LLC IL$34.0M · 0.29%
J & J Ventures Gaming, LLC IL$33.5M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362512404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.