Plan Ledger DOL Form 5500 · updated monthly

Atx Peo Services, Inc.401(k)

ATARAXIS PEO RETIREMENT SAVINGS PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Atx Peo Services, Inc. reported $400,914 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,109 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 63rd-largest of 349 plans among Idaho employers on file, and the 3,662nd of 11,654 in professional & technical services. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,257,353
Participants with balances1,397
Active participants1,470
Employer contributions$1,629,609
Employee contributions$4,197,208
Employer contribution per active participant$1,109
Average account balance$25,238
Benefits paid to participants$6,228,445
Plan auditUnmodified (clean) audit opinion
AuditorJASON F. CLAUSEN, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$220,959
Investment management$173,558
Trustee / custodial$6,346
Total administrative$400,914
The Atx Peo Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,109
Median for plans this size$2,416

Atx Peo Services, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$203,697
ATX PEO SERVICES, INC. · Claims processing · Recordkeeping$17,263
CLEAR CREEK FINANCIAL MANAGEMENT, L · Investment advisory (participants) · Investment advisory (plan)$173,558
CHARLES SCHWAB BANK · Custodial (securities) · Securities brokerage$6,346

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

Administrative cost history1
2024$400,914 · 1.15%
Similar plansProfessional & Technical Services · Idaho
Power Engineers, Inc. ID$591.6M · 0.12%
J-U-B Engineers, Inc. ID$102.9M · 0.04%
Compunet Inc ID$53.8M · 0.02%
Ataraxis, Inc. ID$34.3M · 1.50%
The Internet Truckstop, LLC ID$30.0M · 0.50%
Rimon, P.C. ID$23.3M · 0.01%
Keller Associates, Inc. ID$20.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 921119949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.