Plan Ledger DOL Form 5500 · updated monthly

National University of Natural Medicine403(b)

NATIONAL UNIVERSITY OF NATURAL MEDICINE RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

National University of Natural Medicine reported $1,650 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $901 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 0.06% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 445th-largest of 1,021 plans among Oregon employers on file, and 1,842nd of 3,091 in educational services. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,317,809
Participants with balances446
Active participants151
Employer contributions$136,028
Employee contributions$384,329
Employer contribution per active participant$901
Average account balance$32,103
Benefits paid to participants$1,827,959
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 446 accts · $136K emplr
2023$14.2M · 454 accts · $145K emplr
2022$12.5M · 450 accts · $128K emplr
Employer contributions to the National University of Natural Medicine plan · 2024
Employer contribution per active participant$901
Median for plans this size$2,416
2024$901 per active participant
2023$894 per active participant
2022$786 per active participant

National University of Natural Medicine's 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$1,650 · 0.01%
2023$5,421 · 0.04%
2022$7,605 · 0.06%
Same employer
Similar plansEducational Services · Oregon
Cbt Nuggets, LLC OR$15.5M · 0.34%
Corban University OR$15.1M · 0.46%
Head Start of Lane County OR$12.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930461940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.