Plan Ledger DOL Form 5500 · updated monthly

Selco Community Credit Union401(k)

SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN · SPRINGFIELD, OR · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Selco Community Credit Union reported $151,406 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,731 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 0.36% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 187th-largest of 1,021 plans among Oregon employers on file, and the 1,704th of 4,798 in finance & insurance. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,714,663
Participants with balances557
Active participants455
Employer contributions$2,607,540
Employee contributions$2,220,970
Employer contribution per active participant$5,731
Average account balance$87,459
Benefits paid to participants$1,780,923
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.7M · 557 accts · $2.6M emplr
2023$40.9M · 528 accts · $2.3M emplr
2022$34.9M · 528 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,483
Investment management$65,389
Audit (IQPA)$6,300
Total administrative$151,406
The Selco Community Credit Union 401(k) match · 2024
Employer contribution per active participant$5,731
Median for plans this size$2,416
2024$5,731 per active participant
2023$5,002 per active participant
2022$4,606 per active participant

Selco Community Credit Union's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ROEHL & YI INVESTMENT ADV LLC · Investment advisory (participants)$65,389
PRIME PENSIONS NORTHWEST, LLC · Other services$16,234
MOSS ADAMS LLP · Accounting / audit$6,300

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$151,406 · 0.34%
2023$101,188 · 0.27%
2022$133,861 · 0.36%
Same employer
Similar plansFinance & Insurance · Oregon
Rogue Credit Union OR$53.2M · 0.20%
Aaa Oregon/Idaho OR$51.4M · 0.13%
Oregon State Credit Union OR$47.0M · 0.13%
Concora Credit Inc. OR$43.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930163693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.