Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Lane & South Coast Counties403(b)

GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Goodwill Industries of Lane & South Coast Counties reported $12,230 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $668 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 0.11% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (692nd of 1,021), and 3,408th of 5,215 in retail trade. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,355,943
Participants with balances198
Active participants528
Employer contributions$352,812
Employee contributions$439,980
Employer contribution per active participant$668
Average account balance$32,101
Benefits paid to participants$479,072
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 198 accts · $353K emplr
2023$5.2M · 185 accts · $321K emplr
2022$3.8M · 174 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,230
Total administrative$12,230
Employer contributions to the Goodwill Industries of Lane & South Coast Counties plan · 2024
Employer contribution per active participant$668
Median for plans this size$1,313
2024$668 per active participant
2023$557 per active participant
2022$489 per active participant

Goodwill Industries of Lane & South Coast Counties's 2024 employer contribution ran below 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 · 20242
EGPS INC. · Actuarial$7,640
ASCENSUS LLC · Pension consulting$4,590

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

Administrative cost history3
2024$12,230 · 0.21%
2023$8,825 · 0.20%
2022$4,374 · 0.11%
Same employer
Similar plansRetail Trade · Oregon
Superior Tire Service Inc OR$7.2M · 0.24%
Sunset Imports Inc. OR$6.8M · 0.08%
Jaj Enterprises, LLC OR$6.7M · 0.58%
Mini Pet Mart, Inc. OR$6.4M · 0.10%
Space Age Fuel, Inc. OR$6.2M · 1.05%
Alphausa Holdings Inc. OR$5.7M · 1.49%
Jbc Limited, LLC OR$5.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930572370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.