Plan Ledger DOL Form 5500 · updated monthly

Phoenix Protective Corporation401(k)

PHOENIX PROTECTIVE 401(K) PLAN · SPOKANE, WA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Phoenix Protective Corporation reported $5,878 in plan administrative expenses for 2022: 0.67% of average plan assets, below the peer median. Employer contributions averaged $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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Washington (1,647th of 1,714), and 2,234th of 2,534 in administrative & support services. In 2022, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$849,689
Participants with balances58
Active participants235
Employer contributions$117,679
Employee contributions$169,783
Employer contribution per active participant$501
Average account balance$14,650
Benefits paid to participants$193,619
Plan auditUnmodified (clean) audit opinion
AuditorANASTASI MOORE MARTIN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,878
Total administrative$5,878
The Phoenix Protective Corporation 401(k) match · 2022
Employer contribution per active participant$501
Median for plans this size$331

Phoenix Protective Corporation's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,878 · 0.67%
Same employer
Similar plansAdministrative & Support Services · Washington
Msnw Group, LLC WA$1.1M · 0.55%
Pointe_Id, LLC WA$898K · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760709220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.