Plan Ledger DOL Form 5500 · updated monthly

Shaker Advertising Agency401(k)

SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN · OAK PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Shaker Advertising Agency reported $109,227 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,715 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 0.495%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,500th-largest of 3,702 plans among Illinois employers on file, and the 4,814th of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 202 to 230 since 2022.

Plan summary
Net assets, end of year$24,670,284
Participants with balances261
Active participants230
Employer contributions$854,352
Employee contributions$1,750,522
Employer contribution per active participant$3,715
Average account balance$94,522
Benefits paid to participants$1,505,643
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN PLAHM & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 261 accts · $854K emplr
2023$19.5M · 247 accts · $788K emplr
2022$14.2M · 230 accts · $594K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,227
Total administrative$109,227
The Shaker Advertising Agency 401(k) match · 2024
Employer contribution per active participant$3,715
Median for plans this size$2,416
2024$3,715 per active participant
2023$3,719 per active participant
2022$2,943 per active participant

Shaker Advertising Agency's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$109,227
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$109,227 · 0.50%
2023$88,943 · 0.53%
2022$75,797 · 0.50%
Same employer
Similar plansProfessional & Technical Services · Illinois
Fieldwork, Inc. IL$24.7M · 0.51%
Iron Galaxy Studios, LLC IL$24.7M · 0.36%
Majorkey Technologies LLC IL$24.4M · 0.23%
Fusion Risk Management, Inc IL$24.0M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362683937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.