Retirement plan

VOLUNTEERS OF AMERICA OF OREGON, INC. EMPLOYER DISCRETIONARY PLAN

Name: VOLUNTEERS OF AMERICA OF OREGON, INC. - VOLUNTEERS OF AMERICA OF OREGON, INC. EMPLOYER DISCRETIONARY PLAN (2024) Form 5500
Creator: VOLUNTEERS OF AMERICA OF OREGON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOLUNTEERS OF AMERICA OF OREGON, INC. EMPLOYER DISCRETIONARY PLAN, VOLUNTEERS OF AMERICA OF OREGON, INC.

VOLUNTEERS OF AMERICA OF OREGON, INC.EIN 93-0395591Plan #001PY 2024

3910 SE STARK STREET - PORTLAND, OR 97214503-235-8655voaor.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.4M

+18.3% from 2023

Total participants

444

+1.1% from 2023

Average account balance

$21,501

+21.3% from 2023

Annual return

11.29%

+3.40 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.94M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$25K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

401

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$143

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253567	Claims processing; Custodial (other t...	$33,657
GLOBAL RETIREMENT PARTNERS LLC4 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$16,338
PENSION PLAN SPECIALISTS, PC1 year Service code 17 · EIN 26-1570786	Pension Consulting	$6,770

Plan features & details

Pension benefit codes2F2G2L2M

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$60K

$229 / participant

Investment mgmt$16K27.3%
Contract admin$34K56.3%
Other / not subdivided$10K16.3%

% of EOY assets

0.707%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOFFMAN, STEWART & SCHMIDT, P.C.
Auditor EIN: 930743240
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,501

$50,860-57.7%

$155,574-86.2%

$77,714-72.3%

Participation rate

80.5%

63.1%+17.3pp

78.2%+2.2pp

70.6%+9.9pp

Annual return

11.29%

34.86%-23.6pp

64.87%-53.6pp

31.26%-20.0pp

Employer contribution / active EE

$1,975

$1,991-0.8%

$4,676-57.8%

$2,727-27.6%

Participant deferral / active EE

$2,971

$2,825+5.2%

$5,629-47.2%

$4,649-36.1%

Admin fee / account holder

$152

$436-65.2%

$15,914-99.0%

$433-64.9%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP5 years

Service code 12 · EIN 93-1253567

Claims processing; Custodial (other t...

$33,657

GLOBAL RETIREMENT PARTNERS LLC4 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$16,338

PENSION PLAN SPECIALISTS, PC1 year

Service code 17 · EIN 26-1570786

Pension Consulting

$6,770

VOLUNTEERS OF AMERICA OF OREGON, INC. EMPLOYER DISCRETIONARY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOLUNTEERS OF AMERICA OF OREGON, INC. EMPLOYER DISCRETIONARY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion