Plan Ledger DOL Form 5500 · updated monthly

Peerless Midwest, Inc.401(k)

PEERLESS MIDWEST, INC. EMPLOYEE'S 401(K) PLAN · MISHAWAKA, IN · plan year 2022

Reported admin expense ratio · 2022
0.37%

Peerless Midwest, Inc. reported $46,252 in plan administrative expenses for 2022: 0.37% of average plan assets, above the peer median. 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 utilities employers. By assets it is among the smaller plans on file in Indiana (837th of 1,562), and 311th of 412 in utilities.

Plan summary
Net assets, end of year$11,356,187
Participants with balances98
Active participants114
Employer contributions—
Employee contributions$510,664
Employer contribution per active participant—
Average account balance$115,879
Benefits paid to participants$388,345
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,047
Investment management$29,331
Total administrative$46,252
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 history1
2022$46,252 · 0.37%
Similar plansUtilities · Indiana
Hoosier Energy Rec, Inc. IN$70.0M · 0.00%
Ohio Valley Gas Corporation IN$19.9M · 0.27%
Waste-Away Group, LTD IN$13.4M · 0.72%
Himes Holdings, Inc. IN$8.5M · 0.52%
Gridhawk LLC IN$5.7M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351284374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.