Plan Ledger DOL Form 5500 · updated monthly

Peg Companies, Inc.401(k)

PEG COMPANIES 401(K) PLAN · PROVO, UT · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Peg Companies, Inc. reported $70,766 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,042 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 rose from 0.55% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (428th of 848), and the 932nd of 2,534 in administrative & support services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,324,114
Participants with balances500
Active participants864
Employer contributions$900,423
Employee contributions$1,650,581
Employer contribution per active participant$1,042
Average account balance$22,648
Benefits paid to participants$1,517,852
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 500 accts · $900K emplr
2023$8.6M · 452 accts · $894K emplr
2022$5.7M · 396 accts · $733K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,589
Investment management$27,177
Total administrative$70,766
The Peg Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,042
Median for plans this size$1,313
2024$1,042 per active participant
2023$1,129 per active participant
2022$902 per active participant

Peg Companies, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$43,589
FOREST CAPITAL MANAGEMENT, LLC · Recordkeeping · Trustee$27,176
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, FOREST CAPITAL MANAGEMENT, LLC
2023ADP

This plan has changed recordkeepers within these filings. If you left Peg Companies, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,766 · 0.71%
2023$34,323 · 0.48%
2022$27,840 · 0.55%
Same employer
Similar plansAdministrative & Support Services · Utah
Ace Disposal, Inc. UT$26.3M · 0.30%
Clearlink Technologies, LLC UT$24.6M · 0.46%
Safe Streets USA LLC UT$14.9M · 0.70%
Aptive Environmental, LLC UT$14.4M · 0.66%
Solution Services, Inc. UT$9.0M · 0.28%
Pro Alliance, LLC UT$6.5M · 0.66%
Metro Group, Inc. UT$6.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844084376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.