Plan Ledger DOL Form 5500 · updated monthly

Par Excellence Systems, Inc.401(k)

PAR EXCELLENCE 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Par Excellence Systems, Inc. reported $52,900 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,008 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 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,667th of 3,295), and 6,820th of 11,654 in professional & technical services. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,016,791
Participants with balances184
Active participants163
Employer contributions$490,251
Employee contributions$1,285,060
Employer contribution per active participant$3,008
Average account balance$76,178
Benefits paid to participants$974,083
Plan auditUnmodified (clean) audit opinion
AuditorBRIXEY AND MEYER
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,900
Total administrative$52,900
The Par Excellence Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,008
Median for plans this size$2,416

Par Excellence 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$52,900
ADP BROKER-DEALER · 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 history1
2024$52,900 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Ohio
Sigma Technologies, LTD OH$14.5M · 0.50%
Hart Associates, Inc. OH$14.4M · 0.48%
Saec/Kinetic Vision, Inc. OH$14.0M · 0.12%
The Greentree Group, Inc. OH$13.9M · 0.40%
Flooid, Inc. OH$13.7M · 0.02%
R.E. Warner & Associates OH$13.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311364116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.