Plan Ledger DOL Form 5500 · updated monthly

Performance Horizon Inc401(k)

PERFORMANCE HORIZON, INC. 401(K) PLAN · FORTY FORT, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Performance Horizon Inc reported $66,739 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,053 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 0.36% to 0.47%. 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 the 1,817th-largest of 3,651 plans among Pennsylvania employers on file, and 6,487th of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,384,335
Participants with balances249
Active participants148
Employer contributions$451,817
Employee contributions$929,885
Employer contribution per active participant$3,053
Average account balance$61,784
Benefits paid to participants$736,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 249 accts · $452K emplr
2023$12.8M · 257 accts · $450K emplr
2022$11.3M · 282 accts · $520K emplr
The Performance Horizon Inc 401(k) match · 2024
Employer contribution per active participant$3,053
Median for plans this size$2,416
2024$3,053 per active participant
2023$2,920 per active participant
2022$3,273 per active participant

Performance Horizon 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 · 20243
KATHMERE CAPITAL MGMT LLC · Investment advisory (plan)$27,519
DYATECH · Contract administrator$950

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$66,739 · 0.47%
2023$58,265 · 0.48%
2022$45,282 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Krystal Biotech, Inc. PA$15.8M · 0.28%
Arraya Solutions, Inc. PA$15.7M · 0.31%
Array Architects, Inc. PA$15.5M · 0.08%
Easypak Holdings, LLC PA$15.3M · 0.68%
Precis Engineering, Inc. PA$15.1M · 0.44%
Cenero LLC PA$15.0M · 0.54%
Unitek Acquisition, Inc. PA$14.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274194494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.