Plan Ledger DOL Form 5500 · updated monthly

Rae Energy (US), Inc401(k)

RAE ENERGY (US), INC. RETIREMENT TRUST · KATY, TX · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Rae Energy (US), Inc reported $16,342 in plan administrative expenses for 2022: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,860 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,887th of 5,688), and 10,851st of 11,654 in professional & technical services. In 2022, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,087,245
Participants with balances50
Active participants78
Employer contributions$145,106
Employee contributions$197,850
Employer contribution per active participant$1,860
Average account balance$41,745
Benefits paid to participants$184,075
Plan auditUnmodified (clean) audit opinion
AuditorPANNELL KERR FORSTER OF TEXAS, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,591
Investment management$8,751
Total administrative$16,342
The Rae Energy (US), Inc 401(k) match · 2022
Employer contribution per active participant$1,860
Median for plans this size$1,114

Rae Energy (US), Inc's 2022 employer contribution ran above the $1,114 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$16,342 · 0.78%
Similar plansProfessional & Technical Services · Texas
Slg Millennium Group LLC TX$2.2M · 0.04%
Pcs Software Inc. TX$2.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421720586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.