Plan Ledger DOL Form 5500 · updated monthly

P E Systems, Inc.401(k)

P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

P E Systems, Inc. reported $151,475 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,298 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 rose from 0.41% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 740th-largest of 2,266 plans among Virginia employers on file, and the 4,176th of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 304 to 368 since 2022.

Plan summary
Net assets, end of year$30,069,063
Participants with balances496
Active participants368
Employer contributions$1,213,614
Employee contributions$3,151,075
Employer contribution per active participant$3,298
Average account balance$60,623
Benefits paid to participants$6,447,125
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 496 accts · $1.2M emplr
2023$28.1M · 520 accts · $1.1M emplr
2022$23.9M · 506 accts · $670K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,475
Total administrative$151,475
The P E Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,298
Median for plans this size$2,416
2024$3,298 per active participant
2023$3,397 per active participant
2022$2,205 per active participant

P E Systems, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
EMPOWER ANNUITY INS CO OF AMERICA · Contract administrator$112,976
SIGNATURE ESTATE & INVESTMENT ADVIS · Investment advisory (plan)$45,000
RETIREMENT PLANNERS & ADMIN INC · Contract administrator$22,287
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$17,790
PROFESSIONAL BENEFITS SERVICES · Investment advisory (plan)$15,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,323
MMLIS · Investment advisory (plan)indirect comp
SIGNATURE ESTATE SECURITIES INC · Investment advisory (plan)indirect 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
2024$151,475 · 0.52%
2023$125,314 · 0.48%
2022$102,452 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Virginia
Cis Secure Computing, Inc. VA$30.1M · 0.37%
Alexandria Insights, Inc. VA$29.9M · 0.09%
Browngreer, PLC VA$29.8M · 0.42%
Eagle Hill Consulting, LLC VA$29.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540891458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.