Plan Ledger DOL Form 5500 · updated monthly

Community Access ServicesDC plan

403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Community Access Services reported $1,989 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,472 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 0.05% to 0.06%. 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 (828th of 1,021), and 8,884th of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 159 to 192 since 2022.

Plan summary
Net assets, end of year$3,539,807
Participants with balances270
Active participants192
Employer contributions$282,629
Employee contributions$243,961
Employer contribution per active participant$1,472
Average account balance$13,110
Benefits paid to participants$167,431
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 270 accts · $283K emplr
2023$2.9M · 264 accts · $246K emplr
2022$2.3M · 270 accts · $231K emplr
Employer contributions to the Community Access Services plan · 2024
Employer contribution per active participant$1,472
Median for plans this size$1,313
2024$1,472 per active participant
2023$1,375 per active participant
2022$1,455 per active participant

Community Access Services'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,271

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,989 · 0.06%
2023$1,328 · 0.05%
2022$1,248 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Transition Projects, Inc. OR$4.3M · 0.57%
Mv Advancements OR$4.1M · 0.36%
Impact Nw OR$3.7M · 0.85%
Family Help and Wellness OR$2.9M · 0.31%
Waterfall Clinic, Inc. OR$2.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931146666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.