Plan Ledger DOL Form 5500 · updated monthly

Clatsop Behavioral Healthcare403(b)

403B RETIREMENT · WARRENTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Clatsop Behavioral Healthcare reported $18,966 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,862 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 0.18% to 0.41%. 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 (748th of 1,021), and 7,817th of 11,911 in health care & social assistance. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 127 to 148 since 2022.

Plan summary
Net assets, end of year$5,159,877
Participants with balances161
Active participants148
Employer contributions$423,528
Employee contributions$409,597
Employer contribution per active participant$2,862
Average account balance$32,049
Benefits paid to participants$329,736
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 161 accts · $424K emplr
2023$4.1M · 155 accts · $356K emplr
2022$3.1M · 154 accts · $297K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,966
Total administrative$18,966
Employer contributions to the Clatsop Behavioral Healthcare plan · 2024
Employer contribution per active participant$2,862
Median for plans this size$1,313
2024$2,862 per active participant
2023$2,582 per active participant
2022$2,338 per active participant

Clatsop Behavioral Healthcare's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20246
VARIABLE ANNUITY LIFE INSURANCE CO · Investment advisory (participants)$4,301
CARRUTH COMPLIANCE CONSULTING INC · Contract administrator$3,426
ENVESTNET RETIREMENT SOLUTIONS, LLC$457
USI CONSULTING GROUP INC · Contract administrator$220
USI SECURITIES INCindirect comp

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$18,966 · 0.41%
2023$8,214 · 0.23%
2022$4,839 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
St. Mary's Home OR$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930513669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.