Plan Ledger DOL Form 5500 · updated monthly

Community Action Organization403(b)

COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN · HILLSBORO, OR · plan year 2023

Reported admin expense ratio · 2023
0.57%

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

Community Action Organization reported $61,359 in plan administrative expenses for 2023: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,367 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 1 year on file its reported administrative ratio rose from 0.50% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 508th-largest of 1,021 plans among Oregon employers on file, and the 5,273rd of 11,911 in health care & social assistance. In 2023, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,548,011
Participants with balances283
Active participants252
Employer contributions$344,497
Employee contributions$1,045,405
Employer contribution per active participant$1,367
Average account balance$40,806
Benefits paid to participants$1,031,909
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.5M · 283 accts · $344K emplr
2022$9.9M · 281 accts · $341K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,586
Investment management$21,773
Total administrative$61,359
Employer contributions to the Community Action Organization plan · 2023
Employer contribution per active participant$1,367
Median for plans this size$2,440
2023$1,367 per active participant
2022$953 per active participant

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

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$38,934
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$21,773

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

Administrative cost history2
2023$61,359 · 0.57%
2022$45,582 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Sante Operations, LLC OR$12.0M · 1.36%
Columbia Care Services Inc OR$11.9M · 0.88%
The Springs Living, LLC OR$11.8M · 0.23%
Volare Health LLC OR$11.3M · 1.60%
Willamette View, Inc. OR$11.0M · 0.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930554941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.