Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Regional District Council Retirement PlanProfit-sharing plan

REGIONAL DISTRICT COUNCIL RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Board of Trustees, Regional District Council Retirement Plan reported $559,005 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,313 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 1.145%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 175th-largest of 1,021 plans among Oregon employers on file, and the 1,609th of 4,798 in finance & insurance. In 2024, the employer put in $205.29 for every $1.00 employees contributed themselves; active participation has grown from 1,613 to 2,031 since 2022.

Plan summary
Net assets, end of year$52,135,147
Participants with balances4,833
Active participants2,031
Employer contributions$4,698,136
Employee contributions$22,885
Employer contribution per active participant$2,313
Average account balance$10,787
Benefits paid to participants$2,742,566
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 4,833 accts · $4.7M emplr
2023$45.5M · 4,769 accts · $3.3M emplr
2022$39.1M · 4,384 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$221,131
Investment management$157,926
Audit (IQPA)$69,443
Trustee / custodial$6,533
Total administrative$559,005
Employer contributions to the Board of Trustees, Regional District Council Retirement Plan plan · 2024
Employer contribution per active participant$2,313
Median for plans this size$2,416
2024$2,313 per active participant
2023$1,758 per active participant
2022$1,535 per active participant

Board of Trustees, Regional District Council Retirement Plan'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 · 20246
WILLIAM C. EARHART COMPANY, INC. · Accounting / audit · Claims processing$221,131
ACROPOLIS INVESTMENT MANAGEMENT · Investment management$143,898
WITHUMSMITH+BROWN, P.C. · Accounting / audit$69,443
THE SEGAL COMPANY · Consulting$47,934
CHARLES SCHWAB TRUST BANK · Custodial (securities)$14,297
HARTNETT REYES-JONES, LLC · Legal$12,200

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

Recordkeeper by year2
2024WILLIAM C. EARHART COMPANY, INC.
2023WILLIAM C. EARHART COMPANY, INC.

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

Administrative cost history3
2024$559,005 · 1.14%
2023$535,631 · 1.27%
2022$482,869 · 1.14%
Similar plansFinance & Insurance · Oregon
Rogue Credit Union OR$53.2M · 0.20%
Aaa Oregon/Idaho OR$51.4M · 0.13%
Oregon State Credit Union OR$47.0M · 0.13%
Concora Credit Inc. OR$43.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 736360525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.