Plan Ledger DOL Form 5500 · updated monthly

Peak Utility Services Group, Inc.401(k)

PEAK UTILITY SERVICES GROUP, INC. 401(K) PLAN · BROOMFIELD, CO · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Peak Utility Services Group, Inc. reported $257,723 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. Employer contributions averaged $234 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 1.01% to 0.86%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 359th-largest of 1,461 plans among Colorado employers on file, and the 1,472nd of 5,337 in construction. In 2024, employees put in $10.59 for every $1.00 the employer contributed; active participation has shrunk from 1,811 to 1,569 since 2022.

Plan summary
Net assets, end of year$31,745,653
Participants with balances1,235
Active participants1,569
Employer contributions$367,292
Employee contributions$3,889,957
Employer contribution per active participant$234
Average account balance$25,705
Benefits paid to participants$4,571,304
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 1,235 accts · $367K emplr
2023$28.4M · 1,865 accts · $1.0M emplr
2022$24.7M · 1,617 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,634
Investment management$110,089
Total administrative$257,723
The Peak Utility Services Group, Inc. 401(k) match · 2024
Employer contribution per active participant$234
Median for plans this size$2,416
2024$234 per active participant
2023$593 per active participant
2022$669 per active participant

Peak Utility Services Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MESIROW FINANCIAL INVESTMENT MANAGE · Investment management$70,089
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$40,000

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

Administrative cost history3
2024$257,723 · 0.86%
2023$233,603 · 0.88%
2022$221,603 · 1.01%
Same employer
Similar plansConstruction · Colorado
Sema Construction, Inc. CO$40.8M · 0.31%
The Neenan Company CO$37.5M · 0.04%
Connell Resources, Inc. CO$34.5M · 0.38%
Shaw Services Company CO$26.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465733753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.