Plan Ledger DOL Form 5500 · updated monthly

Xenium Resources, Inc.401(k)

XENIUM 401(K) RETIREMENT SAVINGS PLAN · TUALATIN, OR · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Xenium Resources, Inc. reported $746,302 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,458 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 0.51% to 0.60%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 86th-largest of 1,021 plans among Oregon employers on file, and the 133rd of 2,534 in administrative & support services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 2,270 to 3,063 since 2022.

Plan summary
Net assets, end of year$131,446,295
Participants with balances2,050
Active participants3,063
Employer contributions$4,465,801
Employee contributions$10,092,934
Employer contribution per active participant$1,458
Average account balance$64,120
Benefits paid to participants$17,338,593
Plan auditUnmodified (clean) audit opinion
AuditorHOWELL STRACZEK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$131.4M · 2,050 accts · $4.5M emplr
2023$117.9M · 1,813 accts · $4.0M emplr
2022$94.0M · 1,729 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$746,302
Total administrative$746,302
The Xenium Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$1,458
Median for plans this size$3,635
2024$1,458 per active participant
2023$1,570 per active participant
2022$1,638 per active participant

Xenium Resources, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$681,415
PENSION PLAN SPECIALISTS, PC · Contract administrator · Other services$77,441
XENIUM RESOURCES, INC. · Contract administrator · Other services$5,936
OPPORTUNUS WEALTH MANAGEMENT, LLC · Investment advisory (plan)indirect comp
HOWELL STRACZEK LLC · Accounting / auditindirect 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$746,302 · 0.60%
2023$616,093 · 0.58%
2022$540,820 · 0.51%
Same employer
Similar plansAdministrative & Support Services · Oregon
Edco Disposal Corporation CA$142.0M · 0.22%
Populus Group LLC MI$124.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931277996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.