Plan Ledger DOL Form 5500 · updated monthly

Personnel Specialists, LLC401(k)

PERSONNEL SPECIALISTS, LLC 401(K) PLAN · WEST ALLIS, WI · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Personnel Specialists, LLC reported $4,973 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,004 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,879th of 1,936), and 2,120th of 2,534 in administrative & support services. In 2022, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,247,365
Participants with balances36
Active participants87
Employer contributions$87,376
Employee contributions$197,597
Employer contribution per active participant$1,004
Average account balance$34,649
Benefits paid to participants$68,472
Plan auditUnmodified (clean) audit opinion
AuditorDWAYNE JOHNSON AND ASSOCIATES, S.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,973
Total administrative$4,973
The Personnel Specialists, LLC 401(k) match · 2022
Employer contribution per active participant$1,004
Median for plans this size$1,114

Personnel Specialists, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,973 · 0.39%
Similar plansAdministrative & Support Services · Wisconsin
Psab Enterprises Inc WI$1.5M · 0.03%
Swat Group, Inc. WI$1.2M · 0.24%
Paloma Legacy LLC WI$1.2M · 1.09%
Mayfair Integrated, Inc. WI$1.1M · 0.25%
O'Brien Services Inc. WI$737K · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391319507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.