Plan Ledger DOL Form 5500 · updated monthly

Capital Manor, Inc.401(k)

CAPITAL MANOR 401(K) SAVINGS PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Capital Manor, Inc. reported $51,197 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $440 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 fell from 1.08% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (704th of 1,021), and 7,287th of 11,911 in health care & social assistance. In 2024, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,127,298
Participants with balances219
Active participants250
Employer contributions$110,043
Employee contributions$446,564
Employer contribution per active participant$440
Average account balance$27,979
Benefits paid to participants$379,320
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN HUNTER & CO. PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 219 accts · $110K emplr
2023$5.3M · 177 accts · $94K emplr
2022$4.6M · 174 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,197
Total administrative$51,197
The Capital Manor, Inc. 401(k) match · 2024
Employer contribution per active participant$440
Median for plans this size$1,313
2024$440 per active participant
2023$371 per active participant
2022$411 per active participant

Capital Manor, Inc.'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$32,396
CASCADE EMPLOYERS ASSOCIATION, INC. · Investment advisory (plan)$18,801

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$51,197 · 0.90%
2023$44,507 · 0.91%
2022$49,954 · 1.08%
Similar plansHealth Care & Social Assistance · Oregon
Compass Senior Living LLC OR$6.4M · 0.82%
New Narrative OR$5.7M · 0.64%
Terwilliger Plaza, Inc. OR$5.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930498054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.