Filed January 26, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $255,851 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $55,359 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $52,343 |
KILPATRICK TOWNSEND2+ years Service code 29 · EIN 58-0511774 | Legal | $24,888 |
AON CONSULTING2+ years Filed as: AON RISK SERVICES, INC. Service code 49 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Other Services | $24,023 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $19,000 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 49 · EIN 20-0361079 | Other Services | $6,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,607 | $85,635+68.9% | $123,894+16.7% | $63,975+126.0% |
| Participation rate | 96.2% | 74.9%+21.2pp | 81.4%+14.8pp | 71.1%+25.0pp |
| Annual return | 8.58% | 15.74%-7.2pp | 47.52%-38.9pp | 48.65%-40.1pp |
| Employer contribution / active EE | $10,326 | $3,076+235.6% | $4,617+123.7% | $2,182+373.3% |
| Participant deferral / active EE | $10,666 | $5,667+88.2% | $5,984+78.2% | $3,356+217.8% |
| Admin fee / account holder | $91 | $75+21.3% | $8,357-98.9% | $70+29.0% |