Plan Ledger DOL Form 5500 · updated monthly

Productive Edge, LLC401(k)

PRODUCTIVE EDGE 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.63%

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

Productive Edge, LLC reported $36,780 in plan administrative expenses for 2023: 0.63% of average plan assets, above the peer median. Employer contributions averaged $3,160 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 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Illinois (2,748th of 3,702), and 1,743rd of 2,199 in information & media. In 2023, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,780,203
Participants with balances111
Active participants87
Employer contributions$274,916
Employee contributions$866,867
Employer contribution per active participant$3,160
Average account balance$61,083
Benefits paid to participants$315,435
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 85 accts · $55K emplr
2023$6.8M · 111 accts · $275K emplr
2022$4.9M · 109 accts · $283K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,780
Total administrative$36,780
The Productive Edge, LLC 401(k) match · 2023
Employer contribution per active participant$3,160
Median for plans this size$1,308
2024$1,410 per active participant
2023$3,160 per active participant
2022$3,295 per active participant

Productive Edge, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LINCOLN NATIONAL COROPRATION · Contract administrator · Recordkeeping$35,735
THE ROSE FINANCIAL GROUP · Recordkeeping$1,045

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

Recordkeeper by year2
2024Lincoln Financial, THE ROSE FINANCIAL GROUP
2023Lincoln Financial, THE ROSE FINANCIAL GROUP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,304 · 0.67%
2023$36,780 · 0.63%
2022$32,750 · 0.70%
Similar plansInformation & Media · Illinois
Mtco Corporation IL$7.3M · 0.64%
Smokeball, Inc. IL$7.0M · 0.32%
Tbi, Inc. IL$7.0M · 0.75%
Most Group Inc IL$5.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262428580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.