Plan Ledger DOL Form 5500 · updated monthly

Keystone Peer Review Organization, Inc.401(k)

KEYSTONE PEER REVIEW ORGANIZATION, INC. 401(K) CAPITAL ACCUMULATION PLAN · HARRISBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Keystone Peer Review Organization, Inc. reported $237,707 in plan administrative expenses for 2023: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,765 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 has held roughly steady near 0.369%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 613th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,021st of 11,654 in professional & technical services. In 2023, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 1,460 to 1,731 since 2022.

Plan summary
Net assets, end of year$71,821,944
Participants with balances1,358
Active participants1,731
Employer contributions$3,055,286
Employee contributions$5,461,551
Employer contribution per active participant$1,765
Average account balance$52,888
Benefits paid to participants$5,441,033
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$71.8M · 1,358 accts · $3.1M emplr
2022$57.1M · 1,263 accts · $2.9M emplr
The Keystone Peer Review Organization, Inc. 401(k) match · 2023
Employer contribution per active participant$1,765
Median for plans this size$3,659
2023$1,765 per active participant
2022$1,986 per active participant

Keystone Peer Review Organization, Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$221,223
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$11,605
VOYA RETIREMENT ADVISORS LLC · Investment advisory (participants)$8,420
UBS FINANCIAL SERVICES, INC.indirect comp
LIFESTYLE RETIREMENT COMPANY · Other servicesindirect comp

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$237,707 · 0.37%
2022$217,186 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Turnberry Solutions, Inc. PA$76.7M · 0.07%
Data Systems Analysts, Inc. PA$72.9M · 0.06%
Burns White LLC PA$68.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232348176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.