Plan Ledger DOL Form 5500 · updated monthly

Northwest Portland Area Indian Health Board403(b)

NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Northwest Portland Area Indian Health Board reported $57,035 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $4,335 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Oregon (565th of 1,021), and 51st of 90 in public administration. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,842,746
Participants with balances143
Active participants136
Employer contributions$589,494
Employee contributions$389,189
Employer contribution per active participant$4,335
Average account balance$68,830
Benefits paid to participants$862,347
Employer contributions to the Northwest Portland Area Indian Health Board plan · 2024
Employer contribution per active participant$4,335
Median for plans this size$1,313

Northwest Portland Area Indian Health Board's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20245
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processingindirect comp
PRINCIPAL LIFE INSURANCE · Contract administrator · Loan processing$28,486
SOVEREIGN INVESTMENT ADVISOR LLC · Investment advisory (plan)$26,864
PREMIER RETIREMENT SERVICES · Contract administrator · Other services$1,575
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2024$57,035 · 0.63%
Same employer
Similar plansPublic Administration · Oregon
Quinault Corporate WA$10.6M · 0.90%
Tqi Solutions, Inc. VA$10.0M · 0.05%
Taos Pueblo NM$9.5M · 1.21%
Tonto Apache Tribe AZ$8.3M · 0.60%
Las Vegas Paiute Tribe NV$8.0M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930718154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.