Plan Ledger DOL Form 5500 · updated monthly

Perry ProtechESOP

PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN · LIMA, OH · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Perry Protech reported $7,561 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $22,664 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 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 384th-largest of 3,295 plans among Ohio employers on file, and the 433rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$95,671,079
Participants with balances256
Active participants224
Employer contributions$5,076,627
Employee contributions—
Employer contribution per active participant$22,664
Average account balance$373,715
Benefits paid to participants$3,522,063
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$95.7M · 256 accts · $5.1M emplr
2022$85.2M · 251 accts · $4.8M emplr
Employer contributions to the Perry Protech plan · 2023
Employer contribution per active participant$22,664
Median for plans this size$3,659
2023$22,664 per active participant
2022$22,246 per active participant

Perry Protech's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top 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 · 20231
T.ROWE PRICE · Recordkeeping · Investment advisory (plan)$7,561

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

Administrative cost history2
2023$7,561 · 0.01%
2022$2,440 · 0.00%
Same employer
Similar plansWholesale Trade · Ohio
Gosiger Holdings, Inc. OH$101.6M · 0.17%
Buyers Products Company OH$100.8M · 0.36%
Brg Sports, Inc. OH$99.4M · 0.15%
Wasserstrom Holdings, Inc. OH$95.0M · 0.13%
Clarke Power Services, Inc. OH$94.6M · 0.24%
Brothers Trading Co., Inc. OH$94.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344473514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.