Plan Ledger DOL Form 5500 · updated monthly

The Adler Planetarium403(b)

THE ADLER PLANETARIUM DEFINED CONTRIBUTION RETIREMENT INCOME PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

The Adler Planetarium reported $39,665 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,778 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 rose from 0.55% to 0.62%. 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 (2,651st of 3,702), and 786th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,629,234
Participants with balances122
Active participants133
Employer contributions$236,411
Employee contributions$475,978
Employer contribution per active participant$1,778
Average account balance$62,535
Benefits paid to participants$312,753
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$7.1M · 118 accts · $262K emplr
2024$7.6M · 122 accts · $236K emplr
2023$6.3M · 120 accts · $222K emplr
2022$5.0M · 113 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,831
Investment management$12,834
Total administrative$39,665
Employer contributions to the The Adler Planetarium plan · 2024
Employer contribution per active participant$1,778
Median for plans this size$1,313
2025$1,899 per active participant
2024$1,778 per active participant
2023$1,646 per active participant
2022$1,682 per active participant

The Adler Planetarium's 2024 employer contribution ran above the $1,313 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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$10,340
EMPOWER ADVISORY GROUP, LLC · Investment management$2,494

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

Administrative cost history4
2025$45,939 · 0.62%
2024$39,665 · 0.57%
2023$32,451 · 0.57%
2022$29,642 · 0.55%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
Museum of Contemporary Art IL$10.1M · 0.65%
Navy Pier, Inc. IL$9.4M · 0.79%
Fitness Formula, LTD IL$8.9M · 0.34%
The Second City, Inc. IL$6.4M · 0.81%
The Joffrey Ballet IL$6.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366210902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.