Plan Ledger DOL Form 5500 · updated monthly

Medinah Country Club 401(K) Plan401(k)

MEDINAH COUNTRY CLUB 401(K) PLAN · MEDINAH, IL · plan year 2023

Reported admin expense ratio · 2023
1.22%

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

Medinah Country Club 401(K) Plan reported $41,519 in plan administrative expenses for 2023: 1.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $667 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 0.61% to 1.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Illinois (3,103rd of 3,702), and 1,008th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $4.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,892,719
Participants with balances99
Active participants139
Employer contributions$92,749
Employee contributions$403,912
Employer contribution per active participant$667
Average account balance$39,320
Benefits paid to participants$741,751
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.9M · 99 accts · $93K emplr
2022$2.9M · 123 accts · $90K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$41,519
Total administrative$41,519
The Medinah Country Club 401(K) Plan 401(k) match · 2023
Employer contribution per active participant$667
Median for plans this size$1,308
2023$667 per active participant
2022$652 per active participant

Medinah Country Club 401(K) Plan's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TAX SHELTERED COMPENSATION · Recordkeeping$6,554
THE RETIREMENT ADVANTAGE, INC. · Recordkeeping$325
FORVIS MAZARS, LLP · Investment advisory (plan)$16,800
LINCOLN NATIONAL CORPORATION · Contract administrator$15,630
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$2,210

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$41,519 · 1.22%
2022$19,369 · 0.61%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
The Second City, Inc. IL$6.4M · 0.81%
The Joffrey Ballet IL$6.4M · 0.57%
Danville Development IL$646K · 3.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361461510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.