Plan Ledger DOL Form 5500 · updated monthly

Perry Technical Institute401(k)

PERRY TECHNICAL INSTITUTE 401(K) PSP · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Perry Technical Institute reported $41,638 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,711 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 fell from 0.36% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 857th-largest of 1,714 plans among Washington employers on file, and 1,821st of 3,091 in educational services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,827,387
Participants with balances158
Active participants110
Employer contributions$408,166
Employee contributions$517,400
Employer contribution per active participant$3,711
Average account balance$93,844
Benefits paid to participants$1,353,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 158 accts · $408K emplr
2023$13.6M · 145 accts · $386K emplr
2022$11.4M · 148 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,289
Investment management$29,349
Total administrative$41,638
The Perry Technical Institute 401(k) match · 2024
Employer contribution per active participant$3,711
Median for plans this size$2,416
2024$3,711 per active participant
2023$3,898 per active participant
2022$3,757 per active participant

Perry Technical Institute'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 · 20242
ASCENSUS LLC · Recordkeeping$12,289
MORGAN STANLEY GLOBAL · Investment advisory (plan)$29,349

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,638 · 0.29%
2023$42,485 · 0.34%
2022$37,491 · 0.36%
Same employer
Similar plansEducational Services · Washington
College Success Foundation WA$16.0M · 0.32%
Epiphany School WA$15.9M · 0.07%
The Open Window School WA$15.3M · 0.21%
Day 1 Academies WA$14.3M · 0.08%
The Bear Creek School WA$14.2M · 0.00%
Eastside Catholic School WA$13.9M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910570848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.