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 | $399,063 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $107,945 |
MERCER8+ years Service code 16 · EIN 13-2834414 | Consulting | $69,562 |
AON CONSULTING3 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $52,820 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $27,000 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $19,770 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 | Consulting | $2,365 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,545 | $93,773+85.1% | $125,401+38.4% | $78,104+122.2% |
| Participation rate | 93.3% | 75.6%+17.8pp | 82.4%+11.0pp | 74.5%+18.8pp |
| Annual return | -15.11% | 277.78%-292.9pp | 572.53%-587.6pp | 10.90%-26.0pp |
| Employer contribution / active EE | $11,825 | $3,678+221.5% | $4,816+145.6% | $3,128+278.1% |
| Participant deferral / active EE | $12,828 | $6,971+84.0% | $7,448+72.2% | $5,089+152.1% |
| Admin fee / account holder | $79 | $67+18.5% | $10,008-99.2% | $79+0.5% |