Plan Ledger DOL Form 5500 · updated monthly

Pacific Institute for Research and Evaluation Inc.Profit-sharing plan

PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST · BELTSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Pacific Institute for Research and Evaluation Inc. reported $60,206 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,099 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 311th-largest of 1,671 plans among Maryland employers on file, and the 419th of 3,341 in other services. active participation has grown from 127 to 141 since 2022.

Plan summary
Net assets, end of year$51,485,903
Participants with balances303
Active participants141
Employer contributions$1,141,960
Employee contributions—
Employer contribution per active participant$8,099
Average account balance$169,920
Benefits paid to participants$2,119,636
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBERG & FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$51.5M · 303 accts · $1.1M emplr
2023$46.8M · 315 accts · $967K emplr
2022$42.8M · 296 accts · $972K emplr
Employer contributions to the Pacific Institute for Research and Evaluation Inc. plan · 2024
Employer contribution per active participant$8,099
Median for plans this size$2,416
2024$8,099 per active participant
2023$6,957 per active participant
2022$7,656 per active participant

Pacific Institute for Research and Evaluation Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NFP RETIREMENT INC$24,965
FLEXPATH STRATEGIES LLC$13,637
NFP RETIREMENT INC$13,021
TIAA$8,426

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$60,206 · 0.12%
2023$50,806 · 0.11%
2022$57,957 · 0.13%
Same employer
Similar plansOther Services · Maryland
American Nurses Association MD$62.1M · 0.01%
Columbia Association, Inc. MD$58.6M · 0.08%
The Norwood School, Inc. MD$48.4M · 0.06%
Global Communities MD$42.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942243283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.