Employers › Stericycle › plan 004
Recordkeeping fees per participant · Stericycle, Inc. P. R. Savings Plan · plan year 2023
$52.91
Higher than 48% of the 8,500 plans $1 to 10M that report it.
= $4,921 / 93
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240904104356NAL0032575392001, received 2024-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240904104356NAL0032575392001, received 2024-09-04
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-09-04.
Administrative expenses excluding investment management, per participant
$52.91
Higher than 35% of the 17,126 plans $1 to 10M that report it.
= $4,921 / 93
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240904104356NAL0032575392001, received 2024-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240904104356NAL0032575392001, received 2024-09-04
Administrative expenses per participant
$53.23
Higher than 26% of the 17,762 plans $1 to 10M that report it.
= $4,950 / 93
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240904104356NAL0032575392001, received 2024-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240904104356NAL0032575392001, received 2024-09-04
Administrative expenses as a share of assets
0.334%
Higher than 36% of the 17,798 plans $1 to 10M that report it.
= $4,950 / $1,480,532
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240904104356NAL0032575392001, received 2024-09-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240904104356NAL0032575392001, received 2024-09-04
Employer contributions per participant
$728
Higher than 26% of the 15,688 plans $1 to 10M that report it.
= $67,744 / 93
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240904104356NAL0032575392001, received 2024-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240904104356NAL0032575392001, received 2024-09-04
Employer share of total contributions
29.7%
Higher than 54% of the 15,721 plans $1 to 10M that report it.
= $67,744 / $228,279
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240904104356NAL0032575392001, received 2024-09-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240904104356NAL0032575392001, received 2024-09-04
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3C · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240904104356NAL0032575392001, received 2024-09-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STERICYCLE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Plan name | STERICYCLE, INC. P. R. SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Sponsor EIN / plan number | 36-3640402 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Sponsor location | BANNOCKBURN, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Industry (business code) | 562000, Administrative and support and waste management services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Filing received | 2024-09-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Participants, beginning of year | 120 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Active participants | 84 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Participants, end of year | 104 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Participants with an account balance | 93 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total assets, beginning of year | $1,115,278 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total assets, end of year | $1,480,532 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Net assets, end of year | $1,480,532 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total income | $412,665 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Net income | $365,254 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Employer contributions | $67,744 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Participant contributions | $160,535 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total contributions | $228,279 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Benefit payments | $42,461 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total expenses (incl. benefit payments) | $47,411 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Total administrative expenses | $4,950 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Recordkeeping fees | $4,921 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Investment advisory and management fees | $29 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Administrative expenses excluding investment management | $4,921 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Held in common/collective trusts | $1,359,100 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20240904104356NAL0032575392001, received 2024-09-04 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240904104356NAL0032575392001, received 2024-09-04 |
Position = column in the DOL layout for form year 2023. Filing 20240904104356NAL0032575392001, received 2024-09-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees | $4,921 | yes |
| STRATEGIC ADVISORS, INC. | INV. ADVISORY | 27 Investment advisory (plan) | $29 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20240904104356NAL0032575392001, received 2024-09-04.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.