Plan Ledger DOL Form 5500 · updated monthly

Columbia Ventures Corporation401(k)

COLUMBIA VENTURES CORPORATION 401(K) SAVINGS PLAN · VANCOUVER, WA · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Columbia Ventures Corporation reported $63,103 in plan administrative expenses for 2023: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,008 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 0.48% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Washington (1,017th of 1,714), and 547th of 786 in management of companies. In 2023, employees put in $4.11 for every $1.00 the employer contributed; active participation has shrunk from 293 to 250 since 2022.

Plan summary
Net assets, end of year$11,026,301
Participants with balances183
Active participants250
Employer contributions$252,104
Employee contributions$1,035,332
Employer contribution per active participant$1,008
Average account balance$60,253
Benefits paid to participants$814,543
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 130 accts · $203K emplr
2023$11.0M · 183 accts · $252K emplr
2022$9.3M · 179 accts · $304K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,509
Investment management$20,094
Audit (IQPA)$9,500
Total administrative$63,103
The Columbia Ventures Corporation 401(k) match · 2023
Employer contribution per active participant$1,008
Median for plans this size$2,440
2024$7,822 per active participant
2023$1,008 per active participant
2022$1,037 per active participant

Columbia Ventures Corporation's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$33,508
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,467
RESOURCES INVESTMENT ADVISORS, INC · Investment advisory (plan)$9,627
DOUGALL CONRADIE LLC · Accounting / audit$9,500

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$75,991 · 0.76%
2023$63,103 · 0.62%
2022$44,677 · 0.48%
Similar plansManagement of Companies · Washington
Simpson Door Company WA$85.5M · 0.08%
Innventures Ivi LP WA$14.4M · 1.22%
Econet, Inc. WA$12.8M · 0.06%
Skinner Corporation WA$9.0M · 0.01%
Leafly Holdings, Inc. WA$8.9M · 0.42%
Eagle Group Systems, Inc. WA$5.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911427151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.