Plan Ledger DOL Form 5500 · updated monthly

Oregon Social Learning Center Inc.403(b)

OSLC & ODI 403B PLAN · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Oregon Social Learning Center Inc. reported $3,739 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,148 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 1 year on file its reported administrative ratio rose from 0.01% to 0.02%. 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 378th-largest of 1,021 plans among Oregon employers on file, and the 5,822nd of 11,654 in professional & technical services. In 2023, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,505,789
Participants with balances243
Active participants90
Employer contributions$283,353
Employee contributions$278,874
Employer contribution per active participant$3,148
Average account balance$76,156
Benefits paid to participants$1,853,440
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$18.5M · 243 accts · $283K emplr
2022$16.4M · 169 accts · $380K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,739
Total administrative$3,739
Employer contributions to the Oregon Social Learning Center Inc. plan · 2023
Employer contribution per active participant$3,148
Median for plans this size$2,440
2023$3,148 per active participant
2022$4,694 per active participant

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

Service providers · 20232
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,819
ONEDIGITAL INVESTMENT ADVSRS · Consultingindirect comp

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

Administrative cost history2
2023$3,739 · 0.02%
2022$1,535 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Oregon
Sera Architects, Inc. OR$22.1M · 0.02%
Lrs Architects, Inc. OR$21.0M · 0.20%
Opensesame, Inc. OR$20.7M · 0.49%
Transportation Media, Inc. OR$16.7M · 0.82%
Sheerid OR$15.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930679478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.