Plan Ledger DOL Form 5500 · updated monthly

Yavapai Prescott Indian Tribe401(k)

YAVAPAI PRESCOTT INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN · PRESCOTT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Yavapai Prescott Indian Tribe reported $52,025 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,333 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 3 years on file its reported administrative ratio has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 456th-largest of 1,285 plans among Arizona employers on file, and the 535th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,349,665
Participants with balances321
Active participants311
Employer contributions$414,657
Employee contributions$1,646,628
Employer contribution per active participant$1,333
Average account balance$44,703
Benefits paid to participants$1,287,911
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER & BUTLER, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 321 accts · $415K emplr
2023$12.2M · 278 accts · $357K emplr
2022$10.0M · 262 accts · $329K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,014
Investment management$25,011
Total administrative$52,025
The Yavapai Prescott Indian Tribe 401(k) match · 2024
Employer contribution per active participant$1,333
Median for plans this size$2,416
2024$1,333 per active participant
2023$1,182 per active participant
2022$1,062 per active participant

Yavapai Prescott Indian Tribe's 2024 employer contribution ran below 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,997
WEALTH RESCUE STRATEGIES, INC. · Investment advisory (plan)$25,011

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,025 · 0.39%
2023$45,977 · 0.41%
2022$43,043 · 0.40%
Similar plansArts, Entertainment & Recreation · Arizona
Suns Legacy Partners AZ$41.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820300206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.