Plan Ledger DOL Form 5500 · updated monthly

Confederated Tribes of the Grand Ronde Community of Oregon401(k)

CONFEDERATED TRIBES OF GRAND RONDE RETIREMENT PLAN · GRAND RONDE, OR · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Confederated Tribes of the Grand Ronde Community of Oregon reported $300,779 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,614 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 78th-largest of 1,021 plans among Oregon employers on file, and the 66th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 1,384 to 2,190 since 2022.

Plan summary
Net assets, end of year$150,916,195
Participants with balances1,800
Active participants2,190
Employer contributions$5,724,274
Employee contributions$8,434,008
Employer contribution per active participant$2,614
Average account balance$83,842
Benefits paid to participants$9,042,641
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$150.9M · 1,800 accts · $5.7M emplr
2023$128.9M · 1,623 accts · $5.2M emplr
2022$106.1M · 1,544 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,880
Investment management$124,778
Trustee / custodial$31,121
Total administrative$300,779
The Confederated Tribes of the Grand Ronde Community of Oregon 401(k) match · 2024
Employer contribution per active participant$2,614
Median for plans this size$3,635
2024$2,614 per active participant
2023$3,507 per active participant
2022$3,252 per active participant

Confederated Tribes of the Grand Ronde Community of Oregon's 2024 employer contribution ran below the $3,635 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
MILLIMAN, INC. · Recordkeeping · Loan processing$144,880
ROBERT W. BAIRD & CO. INC. · Investment advisory (plan)$124,778
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$31,121
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$300,779 · 0.21%
2023$259,565 · 0.22%
2022$249,945 · 0.22%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Everi Payments Inc. NV$172.9M · 0.17%
United Talent Agency LLC CA$164.9M · 0.15%
Broadcast Music, Inc. TN$149.7M · 0.01%
Philadelphia Museum of Art PA$147.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930899337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.