Plan Ledger DOL Form 5500 · updated monthly

Peryam & Kroll Research Corporation401(k)

PERYAM & KROLL 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Peryam & Kroll Research Corporation reported $56,991 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.78% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,719th of 3,702), and 9,034th of 11,654 in professional & technical services. active participation has grown from 121 to 155 since 2022.

Plan summary
Net assets, end of year$7,020,635
Participants with balances200
Active participants155
Employer contributions$0
Employee contributions$408,836
Employer contribution per active participant$0
Average account balance$35,103
Benefits paid to participants$1,264,437
Plan auditUnmodified (clean) audit opinion
AuditorGIMBEL ABRAMS AND SINGER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 200 accts
2023$6.8M · 198 accts
2022$5.7M · 192 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,593
Investment management$29,398
Total administrative$56,991
The Peryam & Kroll Research Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Peryam & Kroll Research Corporation's 2024 employer contribution ran below the $1,313 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 · 20242
EMBREE FINANCIAL GROUP · Investment advisory (plan)$29,398
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,593

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$56,991 · 0.82%
2023$50,500 · 0.81%
2022$49,244 · 0.78%
Similar plansProfessional & Technical Services · Illinois
Remprex, LLC IL$7.4M · 1.96%
Neon One LLC IL$7.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362532052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.