Plan Ledger DOL Form 5500 · updated monthly

Partner Assessment Corporation dba Partner Engineering and Science401(k)

PARTNER ENGINEERING AND SCIENCE 401(K) PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Partner Assessment Corporation dba Partner Engineering and Science reported $150,003 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,317 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 fell from 0.19% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 934th-largest of 9,483 plans among California employers on file, and the 1,400th of 11,654 in professional & technical services. In 2024, employees put in $3.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,682,195
Participants with balances1,379
Active participants1,253
Employer contributions$2,902,723
Employee contributions$10,244,488
Employer contribution per active participant$2,317
Average account balance$78,812
Benefits paid to participants$5,944,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.7M · 1,379 accts · $2.9M emplr
2023$87.3M · 1,333 accts · $2.9M emplr
2022$64.9M · 1,418 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,003
Investment management$50,000
Audit (IQPA)$15,000
Total administrative$150,003
The Partner Assessment Corporation dba Partner Engineering and Science 401(k) match · 2024
Employer contribution per active participant$2,317
Median for plans this size$3,635
2024$2,317 per active participant
2023$2,521 per active participant
2022$1,981 per active participant

Partner Assessment Corporation dba Partner Engineering and Science's 2024 employer contribution ran below the $3,635 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$85,003
WELLS FARGO CLEARING SERVICES, LLC · Accounting / audit · Investment advisory (plan)$50,000
BAKER TILLY US LLP · Accounting / audit$15,000

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$150,003 · 0.15%
2023$125,727 · 0.17%
2022$124,167 · 0.19%
Same employer
Similar plansProfessional & Technical Services · California
Via Technologies, Inc. CA$110.2M · 0.02%
Frank, Rimerman + Co. LLP CA$109.1M · 0.12%
Ambry Genetics Corporation CA$109.1M · 0.18%
Wasserman Media Group, LLC CA$107.7M · 0.27%
Realm Idx, Inc. CA$106.2M · 0.20%
Fastly, Inc. CA$106.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208264379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.