Plan Ledger DOL Form 5500 · updated monthly

Alternative Services - Oregon, Inc.403(b)

ALTERNATIVE SERVICES - OREGON, INC. 403B/ERISA TAX SHELTERED ANNUITY PLAN · TIGARD, OR · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Alternative Services - Oregon, Inc. reported $15,038 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,459 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 0.16% to 1.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Oregon (822nd of 1,021), and 2,653rd of 3,091 in educational services. In 2023, the employer put in $4.61 for every $1.00 employees contributed themselves; active participation has grown from 141 to 218 since 2022.

Plan summary
Net assets, end of year$3,627,596
Participants with balances508
Active participants218
Employer contributions$318,096
Employee contributions$68,988
Employer contribution per active participant$1,459
Average account balance$7,141
Benefits paid to participants$202,740
Plan auditUnmodified (clean) audit opinion
AuditorCENKO, VENDITTELLI, HAYNES & TOKARZ
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 246 accts · $170K emplr
2023$3.6M · 508 accts · $318K emplr
2022$3.1M · 509 accts · $172K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,806
Total administrative$15,038
Employer contributions to the Alternative Services - Oregon, Inc. plan · 2023
Employer contribution per active participant$1,459
Median for plans this size$1,308
2024$782 per active participant
2023$1,459 per active participant
2022$1,222 per active participant

Alternative Services - Oregon, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NATIONWIDE · Investment management$12,722
MORGAN STANLEY · Investment management$5,494

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$46,792 · 1.37%
2023$15,038 · 0.45%
2022$6,187 · 0.16%
Similar plansEducational Services · Oregon
Serendipity Center, Inc. OR$5.0M · 0.76%
Portland Jewish Academy OR$4.8M · 0.90%
Delphi Schools, Inc. OR$3.7M · 0.57%
Klamath Family Head Start OR$3.6M · 0.05%
Kids Unlimited of Oregon OR$2.8M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931014288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.