Retirement plan

CORNELL-HART PENSION PLAN

Name: BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN - CORNELL-HART PENSION PLAN (2025) Form 5500
Creator: BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORNELL-HART PENSION PLAN, BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN

BOARD OF TRUSTEES, CORNELL-HART PENSION PLANEIN 93-0747524Plan #002PY 2025

5331 S MACADAM AVE STE 258, PMB#116 - PORTLAND, OR 97239503-224-0048

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$101.9M

+11.0% from 2024

Total participants

1,816

+8.9% from 2024

Average account balance

$56,844

+2.8% from 2024

Annual return

5.73%

-12.84 pp from 2024

Benchmarks

See 98 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort98 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101.92M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

1,793

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+5.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 5 by compensation

Provider	Service type	Compensation
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 27 · EIN 93-0646988	Advisory (Plan)	$116,541
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$71,081
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171	Contract Administrator	$42,060
PLATFORM CPAS LLP2 years Service code 10 · EIN 88-4342576	Accounting	$10,120
BROWNSTEIN RASK LLP10+ years Service code 29 1 SW COLUMBIA STE 900 · PORTLAND, OR 97204	Legal	$7,556

Plan features & details

Pension benefit codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$417K

$248 / participant

Recordkeeping$71K17.0%
Investment mgmt$221K53.0%
Legal$8K1.8%
Contract admin$42K10.1%
Other / not subdivided$75K18.1%

% of EOY assets

0.409%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: $10,120
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,844

$96,999-41.4%

$123,973-54.1%

$83,436-31.9%

Participation rate

98.6%

84.4%+14.2pp

76.7%+22.0pp

73.2%+25.5pp

Annual return

5.73%

8.97%-3.2pp

388.13%-382.4pp

19.34%-13.6pp

Employer contribution / active EE

$5,808-100.0%

$4,126-100.0%

$4,072-100.0%

Participant deferral / active EE

$6,247

$1,439+334.0%

$5,247+19.1%

$3,411+83.2%

Admin fee / account holder

$233

$227+2.4%

$11,799-98.0%

$265-12.3%

Provider

Service type

Compensation

FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years

Service code 27 · EIN 93-0646988

Advisory (Plan)

$116,541

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$71,081

BENESYS, INC.10+ years

Service code 13 · EIN 38-2383171

Contract Administrator

$42,060

PLATFORM CPAS LLP2 years

Service code 10 · EIN 88-4342576

Accounting

$10,120

BROWNSTEIN RASK LLP10+ years

Service code 29

1 SW COLUMBIA STE 900 · PORTLAND, OR 97204

Legal

$7,556

CORNELL-HART PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORNELL-HART PENSION 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