Plan Ledger DOL Form 5500 · updated monthly

Delphi Schools, Inc.403(b)

DELPHI SCHOOLS, INC. 403(B) PLAN · SHERIDAN, OR · plan year 2022

Reported admin expense ratio · 2022
0.57%

Delphi Schools, Inc. reported $22,820 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Oregon (817th of 1,021), and 2,646th of 3,091 in educational services.

Plan summary
Net assets, end of year$3,690,676
Participants with balances83
Active participants114
Employer contributions—
Employee contributions$243,436
Employer contribution per active participant—
Average account balance$44,466
Benefits paid to participants$331,937
Plan auditUnmodified (clean) audit opinion
AuditorLAUKA MCGUIRE, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,868
Investment management$10,952
Total administrative$22,820
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,820 · 0.57%
Similar plansEducational Services · Oregon
Western Seminary OR$5.3M · 0.55%
Serendipity Center, Inc. OR$5.0M · 0.76%
Portland Jewish Academy OR$4.8M · 0.90%
Klamath Family Head Start OR$3.6M · 0.05%
Kids Unlimited of Oregon OR$2.8M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930630376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.