Plan Ledger DOL Form 5500 · updated monthly

Navy Pier, Inc.401(k)

NAVY PIER, INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Navy Pier, Inc. reported $72,085 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $4,280 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 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Illinois (2,436th of 3,702), and 701st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,430,904
Participants with balances129
Active participants97
Employer contributions$415,198
Employee contributions$576,097
Employer contribution per active participant$4,280
Average account balance$73,108
Benefits paid to participants$1,872,453
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 129 accts · $415K emplr
2023$8.7M · 121 accts · $403K emplr
2022$6.8M · 100 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,286
Investment management$28,799
Total administrative$72,085
The Navy Pier, Inc. 401(k) match · 2024
Employer contribution per active participant$4,280
Median for plans this size$1,313
2024$4,280 per active participant
2023$5,231 per active participant
2022$3,250 per active participant

Navy Pier, Inc.'s 2024 employer contribution ran above the $1,313 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.

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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,286
WINTRUST INVESTMENTS LLC · Investment advisory (plan)$28,799

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$72,085 · 0.79%
2023$59,010 · 0.76%
2022$55,896 · 0.77%
Similar plansArts, Entertainment & Recreation · Illinois
Lyric Opera of Chicago IL$14.5M · 0.15%
Lnproduction, Inc. IL$11.4M · 0.36%
Museum of Contemporary Art IL$10.1M · 0.65%
Fitness Formula, LTD IL$8.9M · 0.34%
The Adler Planetarium IL$7.6M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274813461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.