Plan Ledger DOL Form 5500 · updated monthly

Premier Real Estate Management, LLC401(k)

PREMIER REAL ESTATE MANAGEMENT, LLC SALARY SAVINGS PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Premier Real Estate Management, LLC reported $89,830 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $473 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 1.02% to 1.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,466th of 1,936), and 1,321st of 2,096 in real estate & leasing. In 2024, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,216,020
Participants with balances127
Active participants317
Employer contributions$150,053
Employee contributions$483,813
Employer contribution per active participant$473
Average account balance$56,819
Benefits paid to participants$196,630
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 127 accts · $150K emplr
2023$5.7M · 124 accts · $128K emplr
2022$4.5M · 118 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,974
Investment management$23,673
Audit (IQPA)$1,183
Total administrative$89,830
The Premier Real Estate Management, LLC 401(k) match · 2024
Employer contribution per active participant$473
Median for plans this size$1,313
2024$473 per active participant
2023$415 per active participant
2022$376 per active participant

Premier Real Estate Management, LLC's 2024 employer contribution ran below the $1,313 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 · 20246
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$24,420
SIKICH LLP · Contract administrator$13,707
EMPOWER ADVISORY GOUP, LLC · Investment management$2,579
SVA CERTIFIED PUBLIC ACCOUNTANTS SC$1,183
RBC CAPITAL MARKETS LLCindirect comp

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$89,830 · 1.39%
2023$55,893 · 1.10%
2022$48,452 · 1.02%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Arena Event Services WI$8.0M · 0.61%
Msp Real Estate WI$5.7M · 1.03%
Pfefferle Companies, Inc. WI$5.4M · 0.84%
Uli Service LLC WI$5.2M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391872177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.