Plan Ledger DOL Form 5500 · updated monthly

The Peterson Companies401(k)

THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

The Peterson Companies reported $158,367 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,792 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 fell from 0.30% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 418th-largest of 2,266 plans among Virginia employers on file, and the 225th of 2,096 in real estate & leasing. In 2024, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,039,629
Participants with balances241
Active participants181
Employer contributions$867,366
Employee contributions$2,434,969
Employer contribution per active participant$4,792
Average account balance$257,426
Benefits paid to participants$5,869,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.0M · 241 accts · $867K emplr
2023$56.4M · 257 accts · $800K emplr
2022$47.8M · 259 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,830
Investment management$84,725
Audit (IQPA)$7,750
Total administrative$158,367
The The Peterson Companies 401(k) match · 2024
Employer contribution per active participant$4,792
Median for plans this size$3,635
2024$4,792 per active participant
2023$4,446 per active participant
2022$4,062 per active participant

The Peterson Companies's 2024 employer contribution ran above the $3,635 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 · 20244
MORGAN STANLEY · Investment advisory (plan)$84,725
METZ & ASSOCIATES PLLC · Accounting / audit$7,750
EMPOWER FINANCIAL SERVICES, INC · Securities brokerage$100

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$158,367 · 0.27%
2023$118,663 · 0.23%
2022$155,674 · 0.30%
Similar plansReal Estate & Leasing · Virginia
Harbor Group Management Co. VA$54.8M · 0.69%
Thalhimer, Inc. VA$54.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541160244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.