Plan Ledger DOL Form 5500 · updated monthly

Breckenridge-Wynkoop LLC401(k)

BRECKENRIDGE-WYNKOOP, LLC 401(K) PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.99%

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

Breckenridge-Wynkoop LLC reported $33,111 in plan administrative expenses for 2023: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $128 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 rose from 0.85% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,155th of 1,461), and the 1,103rd of 2,240 in accommodation & food services. In 2023, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,547,428
Participants with balances95
Active participants464
Employer contributions$59,166
Employee contributions$194,423
Employer contribution per active participant$128
Average account balance$37,341
Benefits paid to participants$337,019
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2023$3.5M · 95 accts · $59K emplr
2022$3.1M · 108 accts · $67K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,614
Investment management$9,596
Audit (IQPA)$5,031
Total administrative$33,111
The Breckenridge-Wynkoop LLC 401(k) match · 2023
Employer contribution per active participant$128
Median for plans this size$1,308
2023$128 per active participant
2022$255 per active participant

Breckenridge-Wynkoop LLC'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 · 20233
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$9,596
CROWE LLP · Accounting / audit$5,031

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$33,111 · 0.99%
2022$29,482 · 0.85%
Same employer
Similar plansAccommodation & Food Services · Colorado
Drg Employer LLC CO$4.8M · 1.59%
Susiecakes Holdings, Inc. CO$3.3M · 1.68%
Nor-Mar, Inc. CO$3.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274650355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.