Plan Ledger DOL Form 5500 · updated monthly

Peaberry Software, Inc401(k)

PEABERRY SOFTWARE, INC. RETIREMENT TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Peaberry Software, Inc reported $18,613 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,740 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 1 year on file its reported administrative ratio fell from 0.25% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 503rd-largest of 1,021 plans among Oregon employers on file, and 7,484th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,666,514
Participants with balances203
Active participants170
Employer contributions$1,145,860
Employee contributions$1,997,924
Employer contribution per active participant$6,740
Average account balance$57,471
Benefits paid to participants$571,046
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$11.7M · 203 accts · $1.1M emplr
2023$7.4M · 163 accts · $861K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,053
Trustee / custodial$2,560
Total administrative$18,613
The Peaberry Software, Inc 401(k) match · 2024
Employer contribution per active participant$6,740
Median for plans this size$1,313
2024$6,740 per active participant
2023$5,447 per active participant

Peaberry Software, Inc's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
DECIMAL, INC. · Plan administrator · Recordkeeping$16,053

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

Recordkeeper by year2
2024DECIMAL, INC.
2023DECIMAL, INC.

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Administrative cost history2
2024$18,613 · 0.20%
2023$13,759 · 0.25%
Similar plansProfessional & Technical Services · Oregon
Thesis, LLC OR$12.7M · 0.80%
Quatris Healthco, LLC OR$12.4M · 0.34%
Rfpio, Inc. OR$11.3M · 0.28%
Pipeworks Inc OR$11.2M · 0.02%
Concept Systems, Inc. OR$11.0M · 0.56%
Mason, Bruce & Girard, Inc. OR$10.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454421845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.