Plan Ledger DOL Form 5500 · updated monthly

Head Start of Lane County403(b)

HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN · SPRINGFIELD, OR · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Head Start of Lane County reported $36,292 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,886 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 has held roughly steady near 0.301%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 474th-largest of 1,021 plans among Oregon employers on file, and 1,914th of 3,091 in educational services. In 2023, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,935,339
Participants with balances387
Active participants260
Employer contributions$750,325
Employee contributions$527,902
Employer contribution per active participant$2,886
Average account balance$33,425
Benefits paid to participants$924,715
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$12.9M · 387 accts · $750K emplr
2022$11.1M · 324 accts · $349K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,982
Investment management$33,310
Total administrative$36,292
Employer contributions to the Head Start of Lane County plan · 2023
Employer contribution per active participant$2,886
Median for plans this size$2,440
2023$2,886 per active participant
2022$1,275 per active participant

Head Start of Lane County's 2023 employer contribution ran above 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,177
WELLS FARGO ADVSRS INS AGY · Investment advisory (participants) · Investment advisory (plan)$33,310

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$36,292 · 0.30%
2022$31,494 · 0.30%
Same employer
Similar plansEducational Services · Oregon
Cbt Nuggets, LLC OR$15.5M · 0.34%
Corban University OR$15.1M · 0.46%
Foodcorps, Inc. OR$8.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930728229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.