Plan Ledger DOL Form 5500 · updated monthly

Partners Peo, LLC401(k)

PARTNERS PEO 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2025

Reported admin expense ratio · 2025
1.12%

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

Partners Peo, LLC reported $176,193 in plan administrative expenses for 2025: 1.12% of average plan assets, higher than ~90% of peers. Employer contributions averaged $394 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 4 years on file its reported administrative ratio has held roughly steady near 1.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 597th-largest of 1,461 plans among Colorado employers on file, and the 709th of 2,534 in administrative & support services. In 2025, employees put in $3.31 for every $1.00 the employer contributed; active participation has grown from 745 to 1,190 since 2022.

Plan summary
Net assets, end of year$16,872,830
Participants with balances357
Active participants1,190
Employer contributions$468,969
Employee contributions$1,553,714
Employer contribution per active participant$394
Average account balance$47,263
Benefits paid to participants$3,199,870
Plan auditUnmodified (clean) audit opinion
AuditorROYLE VAZQUEZ, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$16.9M · 357 accts · $469K emplr
2024$14.5M · 289 accts · $344K emplr
2023$10.0M · 284 accts · $398K emplr
2022$7.1M · 218 accts · $266K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$105,534
Investment management$70,659
Total administrative$176,193
The Partners Peo, LLC 401(k) match · 2025
Employer contribution per active participant$394
Median for plans this size$2,666
2025$394 per active participant
2024$262 per active participant
2023$394 per active participant
2022$357 per active participant

Partners Peo, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$105,534
IMA ADVISORY SERVICES INC · Investment advisory (plan)$70,659

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$176,193 · 1.12%
2024$125,363 · 1.03%
2023$101,368 · 1.19%
2022$80,737 · 1.18%
Similar plansAdministrative & Support Services · Colorado
23, LTD. CO$22.6M · 0.00%
Lutra, LLC CO$17.2M · 0.03%
Heorot Power Holdings LLC CO$16.0M · 0.03%
Startek USA, Inc. CO$12.2M · 0.50%
Staffscapes, Inc CO$10.2M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825068730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.