Plan Ledger DOL Form 5500 · updated monthly

Wiss, Janney, Elstner Associates, Inc.401(k)

WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN · NORTHBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Wiss, Janney, Elstner Associates, Inc. reported $217,027 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $10,151 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 2 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 188th-largest of 3,702 plans among Illinois employers on file, and the 430th of 11,654 in professional & technical services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$405,961,141
Participants with balances1,046
Active participants860
Employer contributions$8,729,816
Employee contributions$12,985,225
Employer contribution per active participant$10,151
Average account balance$388,108
Benefits paid to participants$18,924,018
Plan auditUnmodified (clean) audit opinion
AuditorFGMK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$406.0M · 1,046 accts · $8.7M emplr
2023$346.6M · 1,009 accts · $7.7M emplr
2022$287.2M · 978 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,396
Investment management$160,631
Total administrative$217,027
The Wiss, Janney, Elstner Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$10,151
Median for plans this size$4,294
2024$10,151 per active participant
2023$9,402 per active participant
2022$9,103 per active participant

Wiss, Janney, Elstner Associates, Inc.'s 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$116,223
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,645
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$44,408

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$217,027 · 0.06%
2023$122,839 · 0.04%
2022$213,809 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Illinois
Here North America, LLC IL$466.2M · 0.05%
Paylocity Corporation IL$438.1M · 0.13%
Perkins&Will, Inc. IL$414.4M · 0.08%
Imeg Consultants Corp. IL$380.2M · 0.09%
Convergint Technologies, LLC IL$376.3M · 0.22%
Alfred Benesch & Company IL$336.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362757956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.