Plan Ledger DOL Form 5500 · updated monthly

Peregrine Group, LLC401(k)

PEREGRINE GROUP, LLC RETIREMENT PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Peregrine Group, LLC reported $62,792 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $11,501 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 0.30% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,957th-largest of 5,688 plans among Texas employers on file, and 2,978th of 4,798 in finance & insurance. In 2023, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 85 to 63 since 2022.

Plan summary
Net assets, end of year$20,966,423
Participants with balances101
Active participants63
Employer contributions$724,581
Employee contributions$1,058,523
Employer contribution per active participant$11,501
Average account balance$207,588
Benefits paid to participants$3,606,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 84 accts · $481K emplr
2023$21.0M · 101 accts · $725K emplr
2022$19.5M · 103 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,840
Investment management$47,952
Total administrative$62,792
The Peregrine Group, LLC 401(k) match · 2023
Employer contribution per active participant$11,501
Median for plans this size$2,440
2024$12,028 per active participant
2023$11,501 per active participant
2022$14,201 per active participant

Peregrine Group, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
KESTRA INVESTMENT SERVICES, LLC · Investment advisory (plan)$43,571
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,840
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,381

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$54,432 · 0.27%
2023$62,792 · 0.31%
2022$62,849 · 0.30%
Similar plansFinance & Insurance · Texas
Southern Bancshares, Inc. TX$21.8M · 0.02%
American Bank of Commerce TX$20.9M · 0.58%
Frontier Bancshares, Inc. TX$20.7M · 0.07%
Thrive Mortgage, LLC TX$19.5M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262060561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.