Plan Ledger DOL Form 5500 · updated monthly

Columbia Energy & Environmental Services, Inc.401(k)

COLUMBIA ENERGY & ENVIRONMENTAL SERVICES, INC. 401(K) PLAN · RICHLAND, WA · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Columbia Energy & Environmental Services, Inc. reported $73,457 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,002 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 2 years on file its reported administrative ratio rose from 0.51% to 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 833rd-largest of 1,714 plans among Washington employers on file, and 6,483rd of 11,654 in professional & technical services. In 2023, employees put in $3.89 for every $1.00 the employer contributed; active participation has grown from 97 to 113 since 2022.

Plan summary
Net assets, end of year$15,403,905
Participants with balances142
Active participants113
Employer contributions$226,174
Employee contributions$879,097
Employer contribution per active participant$2,002
Average account balance$108,478
Benefits paid to participants$1,844,564
Plan auditUnmodified (clean) audit opinion
AuditorSABEY CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 160 accts · $264K emplr
2023$15.4M · 142 accts · $226K emplr
2022$13.7M · 129 accts · $196K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,873
Investment management$40,189
Total administrative$73,457
The Columbia Energy & Environmental Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,002
Median for plans this size$2,440
2024$2,668 per active participant
2023$2,002 per active participant
2022$2,016 per active participant

Columbia Energy & Environmental Services, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. 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 · 20234
UNITED PLANNERS FINANCIAL SERVICES · Investment advisory (plan)$36,888
PENSION PLAN SPECIALISTS · Contract administrator$16,305
EMPOWER ADVISORY GROUP, LLC · Investment management$3,301

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$88,271 · 0.58%
2023$73,457 · 0.51%
2022$78,736 · 0.51%
Similar plansProfessional & Technical Services · Washington
A Place for Rover, Inc. WA$16.0M · 0.04%
Snap Mobile Inc. WA$15.7M · 0.05%
Jeffreym Consulting, LLC WA$15.6M · 0.54%
Affirma, LLC WA$15.4M · 0.02%
Pace Engineers, Inc. WA$15.0M · 0.41%
Liberty Admin Services, LLC WA$14.9M · 0.32%
Bluehawk, LLC WA$14.9M · 0.47%
McKinley Irvin, PLLC WA$14.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911447061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.