Plan Ledger DOL Form 5500 · updated monthly

Signal Peak Energy, LLC401(k)

SIGNAL PEAK ENERGY, LLC 401(K) SAVINGS AND INVESTMENT PLAN · ROUNDUP, MT · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Signal Peak Energy, LLC reported $92,465 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $7,157 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 3 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 57th-largest of 229 plans among Montana employers on file, and the 256th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 216 to 264 since 2022.

Plan summary
Net assets, end of year$26,704,852
Participants with balances296
Active participants264
Employer contributions$1,889,453
Employee contributions$2,359,909
Employer contribution per active participant$7,157
Average account balance$90,219
Benefits paid to participants$2,646,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 296 accts · $1.9M emplr
2023$22.3M · 285 accts · $1.7M emplr
2022$17.6M · 251 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,465
Total administrative$92,465
The Signal Peak Energy, LLC 401(k) match · 2024
Employer contribution per active participant$7,157
Median for plans this size$2,416
2024$7,157 per active participant
2023$6,996 per active participant
2022$6,076 per active participant

Signal Peak Energy, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$92,464
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$92,465 · 0.38%
2023$72,996 · 0.37%
2022$70,598 · 0.37%
Similar plansMining, Oil & Gas Extraction · Montana
Stillwater Mining Company MT$279.9M · 0.11%
Signal Hill Petroleum, Inc. CA$27.6M · 0.23%
Primeenergy Corporation TX$27.4M · 0.15%
E.R. Jahna Industries, Inc. FL$26.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262998847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.