Plan Ledger DOL Form 5500 · updated monthly

Performance Health Supply LLC401(k)

PERFORMANCE HEALTH 401(K) PLAN · WARRENVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Performance Health Supply LLC reported $62,388 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,617 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 0.05% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 846th-largest of 3,702 plans among Illinois employers on file, and the 731st of 4,246 in wholesale trade. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 659 to 854 since 2022.

Plan summary
Net assets, end of year$55,302,581
Participants with balances825
Active participants854
Employer contributions$1,380,782
Employee contributions$3,484,031
Employer contribution per active participant$1,617
Average account balance$67,033
Benefits paid to participants$7,394,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.3M · 825 accts · $1.4M emplr
2023$51.5M · 861 accts · $1.3M emplr
2022$45.8M · 952 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,388
Total administrative$62,388
The Performance Health Supply LLC 401(k) match · 2024
Employer contribution per active participant$1,617
Median for plans this size$3,635
2024$1,617 per active participant
2023$2,038 per active participant
2022$1,888 per active participant

Performance Health Supply LLC's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50,277
CREATIVE PLANNING · Consulting$12,111

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$62,388 · 0.12%
2023$26,341 · 0.05%
2022$25,394 · 0.05%
Similar plansWholesale Trade · Illinois
Horizon Hobby, LLC IL$56.5M · 0.28%
Presence Marketing, LLC IL$55.5M · 0.14%
Lapham-Hickey Steel Corp. IL$53.3M · 0.33%
Optimas Oe Solutions, LLC IL$52.4M · 0.20%
Steiner Electric Company IL$51.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204590834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.