Plan Ledger DOL Form 5500 · updated monthly

The Performance Companies, Inc401(k)

THE PERFORMANCE COMPANIES, INC. 401(K) PLAN · MERRILLVILLE, IN · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

The Performance Companies, Inc reported $242 in plan administrative expenses for 2022: 0.67% of average plan assets, below the peer median. Employer contributions averaged $68 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Indiana (1,558th of 1,562), and 784th of 786 in management of companies. In 2022, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,187
Participants with balances11
Active participants153
Employer contributions$10,382
Employee contributions$27,822
Employer contribution per active participant$68
Average account balance$3,290
Benefits paid to participants$1,274
Plan auditUnmodified (clean) audit opinion
AuditorMCMAHON & ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$40
Total administrative$242
The The Performance Companies, Inc 401(k) match · 2022
Employer contribution per active participant$68
Median for plans this size$331

The Performance Companies, Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$242 · 0.67%
Similar plansManagement of Companies · Indiana
Vernet US Corporation IN$6.4M · 0.60%
Gebhart Holdings, Inc. IN$3.2M · 0.56%
16 on Center LLC IL$145K · 1.47%
Alm Automotive Group, LLC GA$140K · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364465912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.