Plan Ledger DOL Form 5500 · updated monthly

Looking Glass Community Services401(k)

LOOKING GLASS EMPLOYEES' RETIREMENT PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Looking Glass Community Services reported $48,449 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $974 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 fell from 1.39% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (717th of 1,021), and 7,485th of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 213 to 295 since 2022.

Plan summary
Net assets, end of year$5,769,579
Participants with balances226
Active participants295
Employer contributions$287,436
Employee contributions$263,280
Employer contribution per active participant$974
Average account balance$25,529
Benefits paid to participants$231,968
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 226 accts · $287K emplr
2023$4.8M · 220 accts · $217K emplr
2022$4.3M · 189 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,482
Investment management$12,306
Total administrative$48,449
The Looking Glass Community Services 401(k) match · 2024
Employer contribution per active participant$974
Median for plans this size$1,313
2024$974 per active participant
2023$962 per active participant
2022$921 per active participant

Looking Glass Community Services'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 · 20243
RAYMOND JAMES · Investment advisory (plan)$12,307
JONES & ROTH, PC · Contract administrator$4,661

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$48,449 · 0.91%
2023$44,435 · 0.97%
2022$53,594 · 1.39%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Compass Senior Living LLC OR$6.4M · 0.82%
Capital Manor, Inc. OR$6.1M · 0.90%
New Narrative OR$5.7M · 0.64%
Terwilliger Plaza, Inc. OR$5.6M · 0.09%
Caring Places Management OR$5.5M · 2.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930605174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.