Plan Ledger DOL Form 5500 · updated monthly

The Partners Group, LTD401(k)

THE PARTNERS GROUP, LTD 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Partners Group, LTD reported $8,297 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,589 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 0.023% to 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 238th-largest of 1,021 plans among Oregon employers on file, and the 2,088th of 4,798 in finance & insurance. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 203 to 272 since 2022.

Plan summary
Net assets, end of year$37,034,510
Participants with balances300
Active participants272
Employer contributions$976,113
Employee contributions$2,700,855
Employer contribution per active participant$3,589
Average account balance$123,448
Benefits paid to participants$2,797,517
Plan auditUnmodified (clean) audit opinion
AuditorVAN BEEK & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 300 accts · $976K emplr
2023$31.2M · 241 accts · $884K emplr
2022$24.8M · 223 accts · $808K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,297
Total administrative$8,297
The The Partners Group, LTD 401(k) match · 2024
Employer contribution per active participant$3,589
Median for plans this size$2,416
2024$3,589 per active participant
2023$4,131 per active participant
2022$3,980 per active participant

The Partners Group, LTD's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,977
PREMIER RETIREMENT SERVICES INC · Contract administrator · Other services$4,709

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$8,297 · 0.02%
2023$6,096 · 0.02%
2022$6,165 · 0.02%
Same employer
Similar plansFinance & Insurance · Oregon
Advantis Credit Union OR$30.9M · 0.22%
Bank of Eastern Oregon OR$28.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931300504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.