Plan Ledger DOL Form 5500 · updated monthly

Siskiyou Community Health Center403(b)

SISKIYOU COMMUNITY HEALTH CENTER, INC. 403(B) PLAN · GRANTS PASS, OR · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Siskiyou Community Health Center reported $104,670 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,380 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 0.63% to 0.67%. 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 396th-largest of 1,021 plans among Oregon employers on file, and the 1,175th of 3,341 in other services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 210 to 238 since 2022.

Plan summary
Net assets, end of year$17,129,919
Participants with balances222
Active participants238
Employer contributions$566,553
Employee contributions$1,177,930
Employer contribution per active participant$2,380
Average account balance$77,162
Benefits paid to participants$931,261
Plan auditUnmodified (clean) audit opinion
AuditorDZA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 222 accts · $567K emplr
2023$14.0M · 210 accts · $494K emplr
2022$11.4M · 203 accts · $447K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,670
Total administrative$104,670
Employer contributions to the Siskiyou Community Health Center plan · 2024
Employer contribution per active participant$2,380
Median for plans this size$2,416
2024$2,380 per active participant
2023$2,165 per active participant
2022$2,129 per active participant

Siskiyou Community Health Center's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$104,670
INDEPENDENT FINANCIAL GROUP LLC · Investment advisory (plan)indirect comp

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$104,670 · 0.67%
2023$82,600 · 0.65%
2022$76,274 · 0.63%
Same employer
Similar plansOther Services · Oregon
Oregon Community Foundation OR$21.5M · 0.01%
The Oregon Humane Society OR$19.6M · 0.26%
Chinook Winds Casino OR$19.3M · 0.04%
Relay Resources OR$14.7M · 0.37%
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 930628804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.