Plan Ledger DOL Form 5500 · updated monthly

White Bird Clinic401(k)

WHITE BIRD CLINIC 401(K) PROFIT SHARING PLAN & TRUST · EUGENE, OR · plan year 2022

Reported admin expense ratio · 2022
1.11%

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

White Bird Clinic reported $3,408 in plan administrative expenses for 2022: 1.11% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (992nd of 1,021), and 11,481st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$357,024
Participants with balances58
Active participants211
Employer contributions$0
Employee contributions$182,126
Employer contribution per active participant$0
Average account balance$6,156
Benefits paid to participants$20,331
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,343
Investment management$2,065
Total administrative$3,408
The White Bird Clinic 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

White Bird Clinic's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,408 · 1.11%
Same employer
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Seasons Management LLC OR$685K · 2.70%
All Good Northwest OR$274K · 1.77%
College Dreams Inc OR$268K · 0.82%
Cambia Capital LLC OR$85K · 0.66%
Tripwire, Inc. OR$11K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930585814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.