Plan Ledger DOL Form 5500 · updated monthly

The Peterson Company401(k)

PETERSON CO. RETIREMENT SAVINGS PLAN · AUBURN, WA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

The Peterson Company reported $42,910 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $916 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 0.04% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 814th-largest of 1,714 plans among Washington employers on file, and 2,276th of 4,246 in wholesale trade. In 2024, employees put in $4.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,896,942
Participants with balances265
Active participants252
Employer contributions$230,785
Employee contributions$1,124,660
Employer contribution per active participant$916
Average account balance$59,988
Benefits paid to participants$1,662,703
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 265 accts · $231K emplr
2023$14.5M · 260 accts · $209K emplr
2022$12.9M · 258 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,910
Investment management$37,000
Total administrative$42,910
The The Peterson Company 401(k) match · 2024
Employer contribution per active participant$916
Median for plans this size$2,416
2024$916 per active participant
2023$867 per active participant
2022$893 per active participant

The Peterson Company's 2024 employer contribution ran below the $2,416 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 · 20242
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$37,000

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$42,910 · 0.28%
2023$8,151 · 0.06%
2022$5,484 · 0.04%
Same employer
Similar plansWholesale Trade · Washington
Six Robblees' Inc. WA$16.9M · 0.63%
Yakima Chief Hops, Inc WA$15.5M · 0.09%
Alco Investment Company WA$15.1M · 0.30%
Gamus LLC WA$14.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910935816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.