Plan Ledger DOL Form 5500 · updated monthly

Relay Resources403(b)

RELAY RESOURCES 403(B) RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Relay Resources reported $49,971 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $607 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 0.42% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 441st-largest of 1,021 plans among Oregon employers on file, and the 1,307th of 3,341 in other services. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 679 to 861 since 2022.

Plan summary
Net assets, end of year$14,654,946
Participants with balances601
Active participants861
Employer contributions$522,739
Employee contributions$1,638,131
Employer contribution per active participant$607
Average account balance$24,384
Benefits paid to participants$1,406,175
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPA'S & ADVISOR
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 601 accts · $523K emplr
2023$12.5M · 1,006 accts · $546K emplr
2022$10.4M · 906 accts · $495K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,971
Total administrative$49,971
Employer contributions to the Relay Resources plan · 2024
Employer contribution per active participant$607
Median for plans this size$2,416
2024$607 per active participant
2023$693 per active participant
2022$728 per active participant

Relay Resources's 2024 employer contribution ran below the $2,416 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.

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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$49,971

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,971 · 0.37%
2023$53,279 · 0.47%
2022$44,982 · 0.42%
Same employer
Similar plansOther Services · Oregon
Chinook Winds Casino OR$19.3M · 0.04%
Rogue Community Health OR$13.1M · 0.09%
Rever Grand LLC OR$12.6M · 2.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930468214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.