Retirement plan

CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA

Name: CHICAGO HISTORICAL SOCIETY - CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA (2025) Form 5500
Creator: CHICAGO HISTORICAL SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA, CHICAGO HISTORICAL SOCIETY

CHICAGO HISTORICAL SOCIETYEIN 36-2167004Plan #002PY 2025

1601 NORTH CLARK STREET - CHICAGO, IL 60614312-799-2210

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+3.9% from 2024

Total participants

151

0.0% from 2024

Average account balance

$47,925

+1.6% from 2024

Annual return

12.17%

+0.56 pp from 2024

Benchmarks

See 772 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort772 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.47M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$48K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

135

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$623K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$310

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$15,667
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667	Recordkeeping	$15,573
MITCHELL & TITUS, LLP2 years Filed as: MITCHEL & TITUS, LLP Service code 15 · EIN 13-2781641	Recordkeeping	$10,650

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$42K

$423 / participant

Recordkeeping$16K37.4%
Investment mgmt$26K62.6%

% of EOY assets

0.647%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MITCHELL & TITUS LLP
Auditor EIN: 132781641
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,925

$175,036-72.6%

$120,225-60.1%

Participation rate

83.8%

60.2%+23.6pp

69.6%+14.3pp

Annual return

12.17%

15.04%-2.9pp

439.23%-427.1pp

Employer contribution / active EE

$2,130

$1,949+9.3%

$3,475-38.7%

Participant deferral / active EE

$4,167

$3,720+12.0%

$3,999+4.2%

Admin fee / account holder

$310

$23,923-98.7%

$5,696-94.6%

Provider

Service type

Compensation

ADP BROKER-DEALER2 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$15,667

SAGEVIEW ADVISORY GROUP, LLC2 years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 15 · EIN 33-0818667

Recordkeeping

$15,573

MITCHELL & TITUS, LLP2 years

Filed as: MITCHEL & TITUS, LLP

Service code 15 · EIN 13-2781641

Recordkeeping

$10,650

CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion