Plan Ledger DOL Form 5500 · updated monthly

Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians401(k)

THREE RIVERS CASINO AND AFFILIATES DEFERRED COMPENSATION PLAN · COOS BAY, OR · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians reported $83,533 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,863 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 0.80% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Oregon (580th of 1,021), and 705th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 387 to 451 since 2022.

Plan summary
Net assets, end of year$9,267,615
Participants with balances444
Active participants451
Employer contributions$840,348
Employee contributions$712,958
Employer contribution per active participant$1,863
Average account balance$20,873
Benefits paid to participants$588,219
Plan auditUnmodified (clean) audit opinion
AuditorBLUEBIRD, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 444 accts · $840K emplr
2023$7.4M · 476 accts · $758K emplr
2022$5.5M · 445 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,203
Investment management$14,585
Total administrative$83,533
The Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians 401(k) match · 2024
Employer contribution per active participant$1,863
Median for plans this size$1,313
2024$1,863 per active participant
2023$1,915 per active participant
2022$1,343 per active participant

Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians'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 · 20244
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$9,965
PENSION PLAN SPECIALISTS · Contract administrator · Other services$33,164
LPL FINANCIAL LLC - RPCP · Investment advisory (participants)$13,503
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (participants)$1,082

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$83,533 · 1.00%
2023$57,482 · 0.89%
2022$45,961 · 0.80%
Similar plansArts, Entertainment & Recreation · Oregon
Portland Art Museum OR$12.4M · 0.21%
Mt. Hood Meadows Oreg., LLC OR$11.6M · 0.42%
Peregrine Sports, LLC OR$10.5M · 0.63%
Tetherow Golf Course LLC OR$3.3M · 0.89%
Bravo Fit, LLC OR$1.1M · 0.36%
Mt Hood Ski Bowl OR$411K · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930903782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.