Plan Ledger DOL Form 5500 · updated monthly

Perfection Servo Hydraulics, Inc.401(k)

PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN · BATAVIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Perfection Servo Hydraulics, Inc. reported $30,787 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,120 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 0.16%. 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 1,722nd-largest of 3,702 plans among Illinois employers on file, and the 1,085th of 3,341 in other services. In 2024, employees put in $6.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,328,293
Participants with balances125
Active participants107
Employer contributions$119,891
Employee contributions$733,435
Employer contribution per active participant$1,120
Average account balance$154,626
Benefits paid to participants$2,021,235
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 125 accts · $120K emplr
2023$18.1M · 126 accts · $125K emplr
2022$14.9M · 119 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,787
Total administrative$30,787
The Perfection Servo Hydraulics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,120
Median for plans this size$2,416
2024$1,120 per active participant
2023$1,166 per active participant
2022$1,083 per active participant

Perfection Servo Hydraulics, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$30,787

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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Administrative cost history3
2024$30,787 · 0.16%
2023$26,920 · 0.16%
2022$26,556 · 0.17%
Same employer
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Tawani Enterprises, Inc. IL$20.7M · 0.49%
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Crash Champions, LLC IL$16.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363064277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.