Plan Ledger DOL Form 5500 · updated monthly

Marquette Management, Inc.401(k)

MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN · NAPERVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Marquette Management, Inc. reported $74,692 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,253 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 3 years on file its reported administrative ratio has held roughly steady near 0.563%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (2,054th of 3,702), and the 885th of 2,096 in real estate & leasing. In 2024, employees put in $3.34 for every $1.00 the employer contributed; active participation has grown from 197 to 255 since 2022.

Plan summary
Net assets, end of year$14,149,040
Participants with balances281
Active participants255
Employer contributions$319,577
Employee contributions$1,066,001
Employer contribution per active participant$1,253
Average account balance$50,352
Benefits paid to participants$1,428,211
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 281 accts · $320K emplr
2023$12.4M · 272 accts · $317K emplr
2022$9.6M · 238 accts · $221K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,432
Total administrative$74,692
The Marquette Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,253
Median for plans this size$2,416
2024$1,253 per active participant
2023$1,295 per active participant
2022$1,124 per active participant

Marquette Management, 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 · 20241
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$26,954

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$74,692 · 0.56%
2023$52,945 · 0.48%
2022$56,342 · 0.56%
Same employer
Similar plansReal Estate & Leasing · Illinois
Home State Bancorp, Inc. IL$15.9M · 0.21%
Sterling Bay, LLC IL$14.7M · 0.43%
Persevere, LLC IL$14.2M · 0.22%
Sudler and Company, Inc. IL$11.9M · 0.03%
Axiom Properties, Inc. IL$10.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363743825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.