Plan Ledger DOL Form 5500 · updated monthly

Utilities International, Inc.401(k)

UTILITIES INTERNATIONAL, INC. 401(K) RETIREMENT PLAN · CHICAGO, 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

Utilities International, Inc. reported $119,580 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,754 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 1 year on file its reported administrative ratio fell from 0.66% to 0.50%. 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 1,472nd-largest of 3,702 plans among Illinois employers on file, and the 4,698th of 11,654 in professional & technical services. In 2024, employees put in $6.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,394,711
Participants with balances193
Active participants148
Employer contributions$407,553
Employee contributions$2,521,991
Employer contribution per active participant$2,754
Average account balance$131,579
Benefits paid to participants$3,380,505
Plan auditUnmodified (clean) audit opinion
AuditorOSTROW REISIN BERK & ABRAMS LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$25.4M · 193 accts · $408K emplr
2023$22.4M · 176 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,737
Investment management$62,843
Total administrative$119,580
The Utilities International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,754
Median for plans this size$2,416
2024$2,754 per active participant
2023$2,158 per active participant

Utilities International, Inc.'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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$54,098
EMPOWER ADVISORY GROUP, LLC · Investment management$8,745

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

Administrative cost history2
2024$119,580 · 0.50%
2023$135,291 · 0.66%
Same employer
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Vsa Partners, LLC IL$26.4M · 0.24%
Crossvue, LLC IL$26.1M · 0.35%
K2 Services LLC IL$25.9M · 0.31%
Hagerty Consulting Inc IL$25.4M · 0.07%
Onbe, Inc. IL$25.0M · 0.19%
Clean Air Engineering, Inc. IL$24.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363940239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.