Plan Ledger DOL Form 5500 · updated monthly

Morrison Child and Family Services401(k)

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Morrison Child and Family Services reported $53,269 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $150 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 3 years on file its reported administrative ratio has held roughly steady near 0.76%. 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 (648th of 1,021), and 6,686th of 11,911 in health care & social assistance. In 2024, employees put in $8.78 for every $1.00 the employer contributed; active participation has grown from 402 to 481 since 2022.

Plan summary
Net assets, end of year$7,409,824
Participants with balances251
Active participants481
Employer contributions$72,086
Employee contributions$633,070
Employer contribution per active participant$150
Average account balance$29,521
Benefits paid to participants$634,875
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 251 accts · $72K emplr
2023$6.5M · 231 accts · $79K emplr
2022$5.8M · 238 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,936
Investment management$22,333
Total administrative$53,269
The Morrison Child and Family Services 401(k) match · 2024
Employer contribution per active participant$150
Median for plans this size$1,313
2024$150 per active participant
2023$188 per active participant
2022$196 per active participant

Morrison Child and Family Services's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NORTHWEST CAPITAL MANAGEMENT, INC D · Investment advisory (plan)$17,583
EMPOWER ADVISORY GROUP, LLC · Investment management$4,750

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$53,269 · 0.76%
2023$46,373 · 0.75%
2022$41,164 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Protocall Services, Inc. OR$8.0M · 0.84%
Ride Connection, Inc. OR$7.3M · 0.50%
Neighborimpact OR$7.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930354176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.