Plan Ledger DOL Form 5500 · updated monthly

Metropolitan Public Defender Services, Inc.401(k)

METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Metropolitan Public Defender Services, Inc. reported $91,766 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $5,489 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 0.20% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 304th-largest of 1,021 plans among Oregon employers on file, and the 4,478th of 11,654 in professional & technical services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 208 to 234 since 2022.

Plan summary
Net assets, end of year$27,145,157
Participants with balances359
Active participants234
Employer contributions$1,284,535
Employee contributions$1,260,245
Employer contribution per active participant$5,489
Average account balance$75,613
Benefits paid to participants$2,067,606
Plan auditUnmodified (clean) audit opinion
AuditorGARY MCGEE & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 359 accts · $1.3M emplr
2023$23.7M · 377 accts · $1.2M emplr
2022$19.3M · 347 accts · $866K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,766
Total administrative$91,766
The Metropolitan Public Defender Services, Inc. 401(k) match · 2024
Employer contribution per active participant$5,489
Median for plans this size$2,416
2024$5,489 per active participant
2023$4,991 per active participant
2022$4,165 per active participant

Metropolitan Public Defender Services, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeepingindirect comp
KESTRA ADVISORY SERVICES · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,766 · 0.36%
2023$57,597 · 0.27%
2022$42,868 · 0.20%
Same employer
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Kbf Cpas LLP OR$30.7M · 0.17%
Airship Group Inc. OR$28.4M · 0.08%
Exterro, Inc. OR$26.1M · 0.37%
Logical Position LLC OR$24.2M · 0.59%
Propeller, Inc. OR$22.5M · 0.17%
Sera Architects, Inc. OR$22.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930591637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.