Plan Ledger DOL Form 5500 · updated monthly

Pei/Genesis, Inc.401(k)

PEI/GENESIS, INC. TAX DEFERRAL AND SAVINGS PLAN · PHILADELPHIA, PA · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Pei/Genesis, Inc. reported $77,282 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $812 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 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 976th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,753rd of 13,661 in manufacturing. In 2023, employees put in $6.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,032,783
Participants with balances655
Active participants423
Employer contributions$343,426
Employee contributions$2,139,890
Employer contribution per active participant$812
Average account balance$59,592
Benefits paid to participants$2,563,820
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 562 accts · $286K emplr
2023$39.0M · 655 accts · $343K emplr
2022$32.2M · 673 accts · $444K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$52,282
Investment management$25,000
Total administrative$77,282
The Pei/Genesis, Inc. 401(k) match · 2023
Employer contribution per active participant$812
Median for plans this size$2,440
2024$725 per active participant
2023$812 per active participant
2022$1,005 per active participant

Pei/Genesis, Inc.'s 2023 employer contribution ran below the $2,440 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 · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,282
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$25,000

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$86,216 · 0.23%
2023$77,282 · 0.22%
2022$74,072 · 0.24%
Same employer
Similar plansManufacturing · Pennsylvania
Lafrance Corporation PA$39.9M · 0.20%
Kunzler & Company, Inc. PA$39.7M · 0.33%
Ecore International PA$39.3M · 0.59%
Crc Industries, Inc. PA$38.8M · 0.05%
Vuc Inc. PA$38.6M · 0.56%
C-P Converters, Inc. PA$38.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231327335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.