Plan Ledger DOL Form 5500 · updated monthly

Winsight, LLC401(k)

WINSIGHT, LLC 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Winsight, LLC reported $73,317 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,768 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 0.31% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 1,381st-largest of 3,702 plans among Illinois employers on file, and the 821st of 2,199 in information & media. In 2023, employees put in $3.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,029,376
Participants with balances338
Active participants264
Employer contributions$730,634
Employee contributions$2,705,054
Employer contribution per active participant$2,768
Average account balance$82,927
Benefits paid to participants$1,582,542
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$28.0M · 338 accts · $731K emplr
2022$22.1M · 331 accts · $661K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,324
Investment management$39,993
Total administrative$73,317
The Winsight, LLC 401(k) match · 2023
Employer contribution per active participant$2,768
Median for plans this size$2,440
2023$2,768 per active participant
2022$2,476 per active participant

Winsight, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$39,993
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,324

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

Administrative cost history3
2024Not separately reported
2023$73,317 · 0.29%
2022$75,127 · 0.31%
Same employer
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Impact Networking, LLC IL$35.6M · 0.55%
Sac Wireless, LLC IL$34.9M · 0.63%
Reveal Data Corporation IL$30.4M · 0.62%
Chicago Public Media, Inc. IL$27.4M · 0.25%
B.F. Shaw Printing Company IL$26.8M · 0.44%
Newberry Library IL$26.1M · 0.07%
Custom Data Processing IL$24.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364735138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.