Plan Ledger DOL Form 5500 · updated monthly

Native American Youth and Family Center401(k)

NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Native American Youth and Family Center reported $41,783 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,155 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 1.29% to 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (758th of 1,021), and 2,298th of 3,341 in other services. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,953,091
Participants with balances158
Active participants140
Employer contributions$301,693
Employee contributions$391,419
Employer contribution per active participant$2,155
Average account balance$31,349
Benefits paid to participants$277,652
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.0M · 158 accts · $302K emplr
2022$2.9M · 96 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,481
Investment management$14,302
Total administrative$41,783
The Native American Youth and Family Center 401(k) match · 2024
Employer contribution per active participant$2,155
Median for plans this size$1,313
2024$2,155 per active participant
2022$1,674 per active participant

Native American Youth and Family Center's 2024 employer contribution ran above 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,480
MACGREGOR B HALL · Investment advisory (plan)$14,302

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

Administrative cost history2
2024$41,783 · 0.95%
2022$39,224 · 1.29%
Same employer
Similar plansOther Services · Oregon
Self Enhancement, Inc. OR$6.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931141536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.