Maui Jim, Inc.401(k)
MAUI JIM, INC. 401(K) RETIREMENT AND SAVINGS PLAN AND TRUST · PEORIA, IL · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Maui Jim, Inc. reported $98,998 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $10,852 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 0.08% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 419th-largest of 3,702 plans among Illinois employers on file, and the 313th of 4,246 in wholesale trade. In 2023, the employer put in $1.57 for every $1.00 employees contributed themselves.
Maui Jim, Inc.'s 2023 employer contribution ran above the $3,659 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 371173264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.