Plan Ledger DOL Form 5500 · updated monthly

PEAK6 Investments LLC401(k)

PEAK6 GROUP LLC 401(K) PS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

PEAK6 Investments LLC reported $21,688 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,565 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 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 568th-largest of 3,702 plans among Illinois employers on file, and the 990th of 4,798 in finance & insurance. In 2024, employees put in $4.25 for every $1.00 the employer contributed; active participation has shrunk from 488 to 318 since 2022.

Plan summary
Net assets, end of year$101,211,261
Participants with balances683
Active participants318
Employer contributions$1,133,601
Employee contributions$4,812,862
Employer contribution per active participant$3,565
Average account balance$148,186
Benefits paid to participants$11,339,705
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$101.2M · 683 accts · $1.1M emplr
2023$90.1M · 774 accts · $1.6M emplr
2022$71.3M · 809 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,183
Investment management$19,505
Total administrative$21,688
The PEAK6 Investments LLC 401(k) match · 2024
Employer contribution per active participant$3,565
Median for plans this size$3,635
2024$3,565 per active participant
2023$4,510 per active participant
2022$3,176 per active participant

PEAK6 Investments LLC's 2024 employer contribution ran below the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,505
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,183

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$21,688 · 0.02%
2023$21,037 · 0.03%
2022$20,487 · 0.03%
Similar plansFinance & Insurance · Illinois
Abn Amro IL$106.2M · 0.01%
Lincoln International LLC IL$105.0M · 0.08%
Captive Resources, LLC IL$98.9M · 0.25%
Advance Trading, Inc. IL$98.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384087834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.