Plan Ledger DOL Form 5500 · updated monthly

Partners Group (USA) Inc.401(k)

PARTNERS GROUP (USA) INC. 401(K) PLAN · BROOMFIELD, CO · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Partners Group (USA) Inc. reported $3,278 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,339 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 316th-largest of 1,461 plans among Colorado employers on file, and the 2,082nd of 4,798 in finance & insurance. In 2022, employees put in $2.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,190,442
Participants with balances541
Active participants382
Employer contributions$2,039,666
Employee contributions$5,492,899
Employer contribution per active participant$5,339
Average account balance$68,744
Benefits paid to participants$2,534,347
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN, PC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $3.5M emplr
2022$37.2M · 541 accts · $2.0M emplr
Administrative expenses, itemized · 2022
Investment management$858
Total administrative$3,278
The Partners Group (USA) Inc. 401(k) match · 2022
Employer contribution per active participant$5,339
Median for plans this size$2,266

Partners Group (USA) Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 history2
2023Not separately reported
2022$3,278 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 134118892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.