Plan Ledger DOL Form 5500 · updated monthly

Priestly Fraternity of Saint Peter, Inc.401(k)

PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN & TRUST · S. ABINGTON TOWNSHIP, PA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Priestly Fraternity of Saint Peter, Inc. reported $56,156 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $610 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 3 years on file its reported administrative ratio has held roughly steady near 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,550th of 3,651), and 1,897th of 3,341 in other services. In 2024, the employer put in $2.73 for every $1.00 employees contributed themselves; active participation has grown from 148 to 165 since 2022.

Plan summary
Net assets, end of year$7,751,818
Participants with balances144
Active participants165
Employer contributions$100,700
Employee contributions$36,880
Employer contribution per active participant$610
Average account balance$53,832
Benefits paid to participants$236,802
Plan auditUnmodified (clean) audit opinion
AuditorKOHANSKI CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 144 accts · $101K emplr
2023$7.1M · 146 accts · $98K emplr
2022$6.1M · 146 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,603
Investment management$29,553
Total administrative$56,156
The Priestly Fraternity of Saint Peter, Inc. 401(k) match · 2024
Employer contribution per active participant$610
Median for plans this size$1,313
2024$610 per active participant
2023$641 per active participant
2022$575 per active participant

Priestly Fraternity of Saint Peter, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LANCE E. PETERS · Investment advisory (plan)$29,553
R. P. MILLS ASSOCIATES, INC. · Contract administratorindirect comp

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$56,156 · 0.76%
2023$49,748 · 0.75%
2022$52,452 · 0.78%
Similar plansOther Services · Pennsylvania
Urban Affairs Coalition PA$8.0M · 1.04%
Perseus House, Inc. PA$7.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061271475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.