Plan Ledger DOL Form 5500 · updated monthly

Yavapai Apache Nation401(k)

YAVAPAI APACHE NATION ENTERPRISE 401(K) RETIREMENT PLAN · CAMP VERDE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Yavapai Apache Nation reported $7,792 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $472 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 0.09% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Arizona (690th of 1,285), and 56th of 90 in public administration. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,452,535
Participants with balances433
Active participants434
Employer contributions$204,957
Employee contributions$578,993
Employer contribution per active participant$472
Average account balance$17,211
Benefits paid to participants$1,518,629
Plan auditUnmodified (clean) audit opinion
AuditorREDW, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 433 accts · $205K emplr
2023$7.1M · 354 accts · $190K emplr
2022$6.2M · 342 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,342
Trustee / custodial$1,450
Total administrative$7,792
The Yavapai Apache Nation 401(k) match · 2024
Employer contribution per active participant$472
Median for plans this size$1,313
2024$472 per active participant
2023$456 per active participant
2022$413 per active participant

Yavapai Apache Nation's 2024 employer contribution ran below the $1,313 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 · 20243
USI CONSULTING GROUP · Recordkeeping · Investment advisory (participants)$6,342
CHARLES SCHWAB BANK/TRUST COMPANY · Custodial · Custodial (securities)$1,453
CHARLES SCHWAB & CO. INC. · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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Administrative cost history3
2024$7,792 · 0.11%
2023$6,702 · 0.10%
2022$5,984 · 0.09%
Similar plansPublic Administration · Arizona
Salt River Materials Group AZ$89.3M · 0.07%
Pascua Yaqui Tribe AZ$75.6M · 0.09%
Tonto Apache Tribe AZ$8.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860210241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.