Plan Ledger DOL Form 5500 · updated monthly

Jasper Mountain403(b)

JASPER MOUNTAIN RETIREMENT 403(B) PLAN · JASPER, OR · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Jasper Mountain reported $17,095 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $277 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (903rd of 1,021), and 10,078th of 11,911 in health care & social assistance. In 2022, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,971,513
Participants with balances50
Active participants127
Employer contributions$35,175
Employee contributions$91,075
Employer contribution per active participant$277
Average account balance$39,430
Benefits paid to participants$539,330
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$17,095
Total administrative$17,095
Employer contributions to the Jasper Mountain plan · 2022
Employer contribution per active participant$277
Median for plans this size$1,114

Jasper Mountain's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,095 · 0.72%
Similar plansHealth Care & Social Assistance · Oregon
Garten Services, Inc. OR$1.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930855920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.