Plan Ledger DOL Form 5500 · updated monthly

Northwest Human ServicesProfit-sharing plan

NORTHWEST HUMAN SERVICES 403(B) PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Northwest Human Services reported $22,791 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,709 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 0.07% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 366th-largest of 1,021 plans among Oregon employers on file, and the 3,748th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 233 to 259 since 2022.

Plan summary
Net assets, end of year$19,577,928
Participants with balances327
Active participants259
Employer contributions$701,623
Employee contributions$916,731
Employer contribution per active participant$2,709
Average account balance$59,871
Benefits paid to participants$1,152,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 327 accts · $702K emplr
2023$17.1M · 234 accts · $424K emplr
2022$13.7M · 226 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,345
Trustee / custodial$4,446
Total administrative$22,791
Employer contributions to the Northwest Human Services plan · 2024
Employer contribution per active participant$2,709
Median for plans this size$2,416
2024$2,709 per active participant
2023$1,796 per active participant
2022$2,153 per active participant

Northwest Human Services's 2024 employer contribution ran above the $2,416 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
THE RETIREMENT PLAN COMPANY, LLC$18,345
CHARLES SCHWAB BANK · Custodial (securities)$4,446

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$22,791 · 0.12%
2023$9,096 · 0.06%
2022$10,457 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Adapt OR$22.8M · 0.45%
One Community Health OR$19.8M · 0.37%
Interpath Laboratory, Inc. OR$19.8M · 0.31%
Neighborhood Health Center OR$17.5M · 0.49%
Oregon Food Bank OR$17.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930605570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.