Plan Ledger DOL Form 5500 · updated monthly

Pjt, Inc.401(k)

RIVER STREET SWEETS 401(K) PLAN · SAVANNAH, GA · plan year 2023

Reported admin expense ratio · 2023
0.85%

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

Pjt, Inc. reported $13,343 in plan administrative expenses for 2023: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $231 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 fell from 0.99% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,967th of 2,160), and 4,735th of 5,215 in retail trade. In 2023, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,765,637
Participants with balances227
Active participants186
Employer contributions$43,052
Employee contributions$95,077
Employer contribution per active participant$231
Average account balance$7,778
Benefits paid to participants$10,271
Plan auditUnmodified (clean) audit opinion
AuditorHANCOCK ASKEW & CO., LLP
Plan history2
Yearassets · accounts · employer contribution
2023$1.8M · 227 accts · $43K emplr
2022$1.4M · 231 accts · $71K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,343
Total administrative$13,343
The Pjt, Inc. 401(k) match · 2023
Employer contribution per active participant$231
Median for plans this size$1,308
2023$231 per active participant
2022$451 per active participant

Pjt, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASCENSUS LLC · Loan processing · Recordkeeping$13,343

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$13,343 · 0.85%
2022$14,686 · 0.99%
Similar plansRetail Trade · Georgia
Jacky W. Jones Ford, Inc. GA$2.1M · 0.99%
Gas Express, LLC GA$1.8M · 3.47%
Carriage Management, LLC GA$1.5M · 0.74%
Orpine, Inc. GA$1.4M · 0.59%
Georgia Furniture Mart GA$1.3M · 0.09%
Keller Interiors, LLC GA$1.3M · 0.94%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582162347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.