Plan Ledger DOL Form 5500 · updated monthly

Energera America, Inc.401(k)

ENERGERA AMERICA, INC. 401(K) RETIREMENT PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
1.49%

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

Energera America, Inc. reported $16,006 in plan administrative expenses for 2023: 1.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,219 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 5 years on file its reported administrative ratio fell from 2.35% to 2.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Colorado (1,344th of 1,461), and 586th of 612 in mining, oil & gas extraction. In 2023, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,180,566
Participants with balances223
Active participants81
Employer contributions$98,731
Employee contributions$225,742
Employer contribution per active participant$1,219
Average account balance$5,294
Benefits paid to participants$382,442
Plan auditUnmodified (clean) audit opinion
Plan history6
Yearassets · accounts · employer contribution
2024$651K · 78 accts
2023$1.2M · 223 accts · $99K emplr
2022$962K · 278 accts · $62K emplr
2021$688K · 199 accts
2020$858K · 105 accts
2019$648K · 275 accts · $115K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,968
Investment management$8,038
Total administrative$16,006
The Energera America, Inc. 401(k) match · 2023
Employer contribution per active participant$1,219
Median for plans this size$1,308
2023$1,219 per active participant
2022$358 per active participant
2019$1,325 per active participant

Energera America, Inc.'s 2023 employer contribution ran below the $1,308 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 · 20232
BOKF · Investment advisory (plan)$8,038
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$7,968

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

Administrative cost history6
2024$20,243 · 2.21%
2023$16,006 · 1.49%
2022$20,699 · 2.51%
2021$17,421 · 2.25%
2020$5,409 · 0.72%
2019$17,472 · 2.35%
Same employer
Similar plansMining, Oil & Gas Extraction · Colorado
Trapper Mining, Inc. CO$5.1M · 0.44%
Noble Casing, Inc. CO$2.1M · 0.58%
Rev Energy Services, LLC CO$1.9M · 0.61%
Enservco Corporation CO$892K · 0.80%
Varra Companies, Inc. CO$26K · 2.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454090026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.