Retirement plan

STERICYCLE, INC. 401(K) RETIREMENT PLAN

Name: STERICYCLE, INC. - STERICYCLE, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: STERICYCLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STERICYCLE, INC. 401(K) RETIREMENT PLAN, STERICYCLE, INC.

STERICYCLE, INC.EIN 36-3640402Plan #003PY 2024

2355 WAUKEGAN ROAD - BANNOCKBURN, IL 60015847-367-5910stericycle.comLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

1 filing

#004Retirement-$1.8M assets

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed July 18, 2017 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$417.5M

+7.1% from 2023

Total participants

11,061

-7.1% from 2023

Average account balance

$42,497

+15.2% from 2023

Annual return

11.07%

-5.17 pp from 2023

Benchmarks

See 63 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort63 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$417.49M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

9,824

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.

85.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$566,158
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 28 · EIN 52-1868818	Investment Management	$168,184
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$67,038
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 38-1357951	Accounting	$14,150

Plan features & details

Pension benefit codes2F2G2J2K2S2T3H2E3D2R

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$815K

$93 / participant

Recordkeeping$562K68.9%
Investment mgmt$235K28.9%
Contract admin$4K0.5%
Other / not subdivided$14K1.7%

% of EOY assets

0.195%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WEAVER AND TIDWELL L.L.P.
Auditor EIN: 750786316
Audit fees: $14,150
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,497

$41,510+2.4%

$84,966-50.0%

$99,062-57.1%

Participation rate

85.8%

35.3%+50.6pp

67.5%+18.3pp

71.6%+14.2pp

Annual return

11.07%

17.38%-6.3pp

66.38%-55.3pp

17.66%-6.6pp

Employer contribution / active EE

$1,319

$1,137+16.0%

$2,727-51.6%

$3,262-59.6%

Participant deferral / active EE

$3,481

$2,246+55.0%

$4,519-23.0%

$5,331-34.7%

Admin fee / account holder

$83

$175-52.6%

$6,149-98.7%

$109-23.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$566,158

WILLIS TOWERS WATSON US LLC3 years

Filed as: TOWERS WATSON INVESTMENT SERVICES,

Service code 28 · EIN 52-1868818

Investment Management

$168,184

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$67,038

PLANTE & MORAN, PLLC9 years

Service code 10 · EIN 38-1357951

Accounting

$14,150

STERICYCLE, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STERICYCLE, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

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