Oregon Shakespeare Festival Association403(b)
OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN · ASHLAND, OR · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Oregon Shakespeare Festival Association reported $8,594 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $524 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 0.06% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 499th-largest of 1,021 plans among Oregon employers on file, and the 608th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $4.12 for every $1.00 the employer contributed.
Oregon Shakespeare Festival Association's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 930407022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.