Plan Ledger DOL Form 5500 · updated monthly

Clackamas County Childrens Commission403(b)

CLACKAMAS COUNTY CHILDRENS COMMISSION 403(B) PLAN · MILWAUKIE, OR · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Clackamas County Childrens Commission reported $13,161 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,013 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 0.00% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (634th of 1,021), and 1,901st of 3,341 in other services. In 2024, the employer put in $2.16 for every $1.00 employees contributed themselves; active participation has grown from 175 to 223 since 2022.

Plan summary
Net assets, end of year$7,746,975
Participants with balances219
Active participants223
Employer contributions$448,835
Employee contributions$207,844
Employer contribution per active participant$2,013
Average account balance$35,374
Benefits paid to participants$971,253
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 219 accts · $449K emplr
2023$7.4M · 228 accts · $430K emplr
2022$6.2M · 221 accts · $445K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,161
Total administrative$13,161
Employer contributions to the Clackamas County Childrens Commission plan · 2024
Employer contribution per active participant$2,013
Median for plans this size$1,313
2024$2,013 per active participant
2023$2,075 per active participant
2022$2,541 per active participant

Clackamas County Childrens Commission's 2024 employer contribution ran above the $1,313 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$1,572
LINCOLN NATIONAL CORPORATION · Contract administrator$10,308
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$1,281

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$13,161 · 0.17%
2023$3,073 · 0.05%
2022$245 · 0.00%
Same employer
Similar plansOther Services · Oregon
Rogue Community Health OR$13.1M · 0.09%
Rever Grand LLC OR$12.6M · 2.49%
Self Enhancement, Inc. OR$6.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930624672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.