Plan Ledger DOL Form 5500 · updated monthly

Oregon Research Institute403(b)

OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN · SPRINGFIELD, OR · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Oregon Research Institute reported $82,744 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,576 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 0.11% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 214th-largest of 1,021 plans among Oregon employers on file, and the 3,168th of 11,654 in professional & technical services. In 2023, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$42,266,288
Participants with balances205
Active participants99
Employer contributions$453,051
Employee contributions$356,634
Employer contribution per active participant$4,576
Average account balance$206,177
Benefits paid to participants$4,198,327
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.4M · 194 accts · $355K emplr
2023$42.3M · 205 accts · $453K emplr
2022$39.7M · 209 accts · $316K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,510
Investment management$50,169
Audit (IQPA)$17,065
Total administrative$82,744
Employer contributions to the Oregon Research Institute plan · 2023
Employer contribution per active participant$4,576
Median for plans this size$2,440
2024$3,586 per active participant
2023$4,576 per active participant
2022$3,472 per active participant

Oregon Research Institute's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NFP RETIREMENT INC. · Investment advisory (plan)$50,169
MOSS ADAMS LLP · Accounting / audit$17,065
ECONOMIC GROUP PENSION SERVICES INC · Pension consulting$14,275

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$12,748 · 0.03%
2023$82,744 · 0.20%
2022$49,483 · 0.11%
Similar plansProfessional & Technical Services · Oregon
Interface Engineering Inc OR$58.5M · 0.24%
Perkins & Company P.C. OR$50.1M · 0.20%
Otak Inc. OR$44.9M · 0.38%
Cascade Energy, Inc. OR$43.3M · 0.01%
Delap LLP OR$36.7M · 0.22%
Opus Solutions, LLC OR$36.1M · 0.32%
Dks Associates OR$32.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930495655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.