Plan Ledger DOL Form 5500 · updated monthly

Peak Sport & Spine401(k)

PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Peak Sport & Spine reported $96,872 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,279 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 0.45% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 487th-largest of 1,393 plans among Missouri employers on file, and the 2,984th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,089,725
Participants with balances441
Active participants442
Employer contributions$1,007,114
Employee contributions$2,214,933
Employer contribution per active participant$2,279
Average account balance$61,428
Benefits paid to participants$1,297,622
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 441 accts · $1.0M emplr
2023$20.9M · 408 accts · $878K emplr
2022$16.1M · 367 accts · $782K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,266
Investment management$11,606
Total administrative$96,872
The Peak Sport & Spine 401(k) match · 2024
Employer contribution per active participant$2,279
Median for plans this size$2,416
2024$2,279 per active participant
2023$2,019 per active participant
2022$1,876 per active participant

Peak Sport & Spine's 2024 employer contribution ran below 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
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$85,266
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$10,086

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$96,872 · 0.40%
2023$77,605 · 0.42%
2022$67,009 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Affinia Healthcare MO$28.4M · 0.33%
Rediscover MO$27.6M · 0.57%
Sound Health Mso LLC MO$27.0M · 0.07%
Bethesda Health Group, Inc. MO$25.8M · 0.25%
Fv Services, Inc MO$22.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900180929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.