WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024
Reported admin expense ratio · 2024
0.34%
Peer grade: D· admin costs + employer contributions vs same-size plans · how grading works
Standard Retirement Services, Inc. reported $420,645 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,280 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 0.29% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 83rd-largest of 1,021 plans among Oregon employers on file, and the 780th of 4,798 in finance & insurance. In 2024, employees put in $2.34 for every $1.00 the employer contributed.
Plan summary
Net assets, end of year$139,127,186
Participants with balances3,327
Active participants3,078
Employer contributions$3,938,302
Employee contributions$9,209,893
Employer contribution per active participant$1,280
The Standard Retirement Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,280
Median for plans this size$3,635
2024$1,280 per active participant
2023$1,352 per active participant
Standard Retirement Services, Inc.'s 2024 employer contribution ran below the $3,635 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Recordkeeper by year2
2024STANDCORP FINANCIAL GROUP, Securian, The Standard
2023Securian, The Standard
This plan has changed recordkeepers within these filings. If you left Standard Retirement Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Source: U.S. Department of Labor, Form 5500 series, EIN 251838406 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.