Retirement plan

UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN

Name: UNIVERSITY OF OREGON FOUNDATION - UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN (2024) Form 5500
Creator: UNIVERSITY OF OREGON FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN, UNIVERSITY OF OREGON FOUNDATION

UNIVERSITY OF OREGON FOUNDATIONEIN 93-6015767Plan #001PY 2024

1720 EAST 13TH AVE, SUITE 410 - EUGENE, OR 974032253541-302-0300uofoundation.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.6M

+5.9% from 2023

Total participants

-6.8% from 2023

Average account balance

$170,665

+4.3% from 2023

Annual return

11.72%

-2.77 pp from 2023

Benchmarks

See 4,471 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,471 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.61M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

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.

174.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+11.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25053

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$43683 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.680%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,665

$48,327+253.1%

$67,575+152.6%

$80,935+110.9%

Participation rate

100.0%

66.4%+33.6pp

72.9%+27.1pp

67.7%+32.3pp

Annual return

11.72%

18.31%-6.6pp

3528.98%-3517.3pp

35.66%-23.9pp

Employer contribution / active EE

$20,017

$2,022+889.8%

$2,736+631.8%

$2,757+626.1%

Participant deferral / active EE

$6,194

$2,927+111.6%

$4,003+54.7%

$4,299+44.1%

Admin fee / account holder

$25,053

$3,692+578.6%

$3,993+527.4%

$6,924+261.8%

UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF OREGON FOUNDATION 403B RET 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