Plan Ledger DOL Form 5500 · updated monthly

Neighborhood House, Inc.403(b)

NEIGHBORHOOD HOUSE 403(B) PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
1.05%

Neighborhood House, Inc. reported $9,177 in plan administrative expenses for 2022: 1.05% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (968th of 1,021), and 11,025th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$856,931
Participants with balances40
Active participants85
Employer contributions—
Employee contributions$91,407
Employer contribution per active participant—
Average account balance$21,423
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,059
Investment management$4,118
Total administrative$9,177
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,177 · 1.05%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Cassiel Inc OR$1.1M · 1.64%
Camp Fire Columbia OR$1.1M · 2.20%
Shangri-La 401(K) Plan OR$859K · 1.49%
Tenfold Senior Living LLC OR$641K · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.