Plan Ledger DOL Form 5500 · updated monthly

Energy Exemplar LLC401(k)

ENERGY EXEMPLAR LLC 401(K) PLAN & TRUST · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Energy Exemplar LLC reported $3,100 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,065 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 3 years on file its reported administrative ratio has held roughly steady near 0.027%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 399th-largest of 848 plans among Utah employers on file, and 1,316th of 2,199 in information & media. In 2024, employees put in $3.38 for every $1.00 the employer contributed; active participation has grown from 115 to 128 since 2022.

Plan summary
Net assets, end of year$12,960,264
Participants with balances147
Active participants128
Employer contributions$520,378
Employee contributions$1,756,653
Employer contribution per active participant$4,065
Average account balance$88,165
Benefits paid to participants$1,200,428
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 147 accts · $520K emplr
2023$9.6M · 130 accts · $328K emplr
2022$7.5M · 124 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,100
Total administrative$3,100
The Energy Exemplar LLC 401(k) match · 2024
Employer contribution per active participant$4,065
Median for plans this size$2,416
2024$4,065 per active participant
2023$2,754 per active participant
2022$2,819 per active participant

Energy Exemplar LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS LLCindirect comp
ASCENSUS · Other servicesindirect comp

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$3,100 · 0.03%
2023$2,455 · 0.03%
2022$2,095 · 0.03%
Similar plansInformation & Media · Utah
Sundance Institute UT$19.2M · 0.35%
Metasource, LLC UT$16.1M · 0.74%
Impartner, Inc. UT$12.2M · 0.28%
Filevine, Inc. UT$11.1M · 0.45%
Repositrak, Inc. UT$10.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202473325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.