Plan Ledger DOL Form 5500 · updated monthly

Community Action Organization403(b)

COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN · HILLSBORO, OR · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Community Action Organization reported $68,444 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $989 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 480th-largest of 1,021 plans among Oregon employers on file, and the 4,977th of 11,911 in health care & social assistance. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,710,273
Participants with balances285
Active participants347
Employer contributions$343,183
Employee contributions$1,099,372
Employer contribution per active participant$989
Average account balance$44,597
Benefits paid to participants$1,467,897
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,446
Investment management$25,998
Total administrative$68,444
Employer contributions to the Community Action Organization plan · 2024
Employer contribution per active participant$989
Median for plans this size$2,416

Community Action Organization's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$41,842
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$25,998

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

Administrative cost history1
2024$68,444 · 0.56%
Similar plansHealth Care & Social Assistance · Oregon
Frontier Management, LLC OR$13.7M · 1.13%
Albertina Kerr Centers OR$12.7M · 0.37%
Sante Operations, LLC OR$12.0M · 1.36%
Columbia Care Services Inc OR$11.9M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412899048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.