Plan Ledger DOL Form 5500 · updated monthly

Oregon Child Development Coalition401(k)

OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Oregon Child Development Coalition reported $104,102 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,601 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 0.16% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 159th-largest of 1,021 plans among Oregon employers on file, and the 809th of 3,091 in educational services. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$59,525,925
Participants with balances1,431
Active participants1,069
Employer contributions$3,849,186
Employee contributions$2,620,960
Employer contribution per active participant$3,601
Average account balance$41,597
Benefits paid to participants$4,149,005
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$59.5M · 1,431 accts · $3.8M emplr
2023$51.5M · 1,534 accts · $3.5M emplr
2022$43.8M · 1,481 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,459
Investment management$6,643
Total administrative$104,102
The Oregon Child Development Coalition 401(k) match · 2024
Employer contribution per active participant$3,601
Median for plans this size$3,635
2024$3,601 per active participant
2023$3,448 per active participant
2022$3,368 per active participant

Oregon Child Development Coalition's 2024 employer contribution ran below the $3,635 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
EMPOWER ADVISORY GROUP, LLC · Investment management$6,643

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$104,102 · 0.19%
2023$82,406 · 0.17%
2022$73,547 · 0.16%
Same employer
Similar plansEducational Services · Oregon
Nwea OR$156.7M · 0.08%
Linfield University OR$135.3M · 0.10%
Education Northwest OR$70.5M · 0.13%
Oregon Episcopal School OR$60.8M · 0.08%
Catlin Gabel School OR$52.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930591240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.