Plan Ledger DOL Form 5500 · updated monthly

Energy 1 LLC401(k)

ENERGY 1 401(K) RETIREMENT PLAN · BOZEMAN, MT · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Energy 1 LLC reported $7,918 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $301 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Montana (208th of 229), and 397th of 412 in utilities. In 2022, employees put in $6.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,815,832
Participants with balances91
Active participants209
Employer contributions$62,845
Employee contributions$391,807
Employer contribution per active participant$301
Average account balance$19,954
Benefits paid to participants$76,180
Plan auditQualified audit opinion
AuditorHOLMES & TURNER
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,918
Total administrative$7,918
The Energy 1 LLC 401(k) match · 2022
Employer contribution per active participant$301
Median for plans this size$1,114

Energy 1 LLC's 2022 employer contribution ran below the $1,114 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$7,918 · 0.52%
Same employer
Similar plansUtilities · Montana
Northwestern Corporation MT$512.8M · 0.06%
Clearwater Utilities TX$2.3M · 0.01%
Martin Contracting, Inc. KY$2.0M · 0.46%
Spruce Power TX$1.9M · 0.66%
Mdm Services Corporation CA$1.8M · 0.76%
V3 Electric Inc. CA$1.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383800615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.