Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Real Estate Service401(k)

COMMONWEALTH REAL ESTATE SERVICES EMPLOYEES' SAVINGS PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
1.31%

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

Commonwealth Real Estate Service reported $21,752 in plan administrative expenses for 2022: 1.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $441 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oregon (920th of 1,021), and 1,900th of 2,096 in real estate & leasing. In 2022, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,650,568
Participants with balances70
Active participants226
Employer contributions$99,554
Employee contributions$225,043
Employer contribution per active participant$441
Average account balance$23,580
Benefits paid to participants$56,770
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
The Commonwealth Real Estate Service 401(k) match · 2022
Employer contribution per active participant$441
Median for plans this size$1,114

Commonwealth Real Estate Service's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,752 · 1.31%
Similar plansReal Estate & Leasing · Oregon
Nfn Investments, LLC OR$3.0M · 1.21%
Human Solutions, Inc. OR$2.5M · 0.31%
Norris & Stevens Inc. OR$2.0M · 0.48%
C&R Management Group LLC OR$1.1M · 1.52%
Mosaic Management Inc OR$53K · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930905253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.