Plan Ledger DOL Form 5500 · updated monthly

M.J. McTish & Associates401(k)

MCTISH, KUNKEL AND ASSOCIATES 401(K) PROFIT · ALLENTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

M.J. McTish & Associates reported $27,472 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,002 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (1,972nd of 3,651), and 6,934th of 11,654 in professional & technical services. In 2022, employees put in $5.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,574,832
Participants with balances216
Active participants141
Employer contributions$141,219
Employee contributions$769,884
Employer contribution per active participant$1,002
Average account balance$62,846
Benefits paid to participants$877,748
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $112K emplr
2022$13.6M · 216 accts · $141K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,403
Investment management$17,054
Total administrative$27,472
The M.J. McTish & Associates 401(k) match · 2022
Employer contribution per active participant$1,002
Median for plans this size$2,266

M.J. McTish & Associates's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$27,472 · 0.18%
Similar plansProfessional & Technical Services · Pennsylvania
Ssm Group, Inc. PA$14.0M · 0.42%
Evervet Operations, LLC PA$13.2M · 1.16%
Crompco LLC PA$13.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231982094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.