Retirement plan

UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN

Name: UNIVERSITY OF OREGON FOUNDATION - UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN (2020) 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 2020

1720 EAST 13TH AVE, SUITE 410 - EUGENE, OR 974032253541-302-0281uofoundation.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.1M

+3.4% from 2019

Total participants

-4.2% from 2019

Average account balance

$163,508

+1.9% from 2019

Annual return

11.15%

-7.07 pp from 2019

Benchmarks

See 3,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,929 peers

Snapshot2020

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 codes2M2G2F2T

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.

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

$1.8M

$47847 / participant

Other / not subdivided$2M100.0%

% of EOY assets

15.922%

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

$163,508

$49,249+232.0%

$70,476+132.0%

$79,852+104.8%

Participation rate

97.3%

69.2%+28.1pp

75.1%+22.2pp

69.6%+27.7pp

Annual return

11.15%

30.09%-18.9pp

109.12%-98.0pp

31.72%-20.6pp

Employer contribution / active EE

$19,123

$2,100+810.5%

$2,738+598.4%

$2,471+673.8%

Participant deferral / active EE

$5,711

$2,769+106.2%

$3,710+53.9%

$3,740+52.7%

Admin fee / account holder

$26,034

$2,878+804.6%

$3,847+576.8%

$5,306+390.6%

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