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 | $92,067 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $25,443 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,000 |
AON CONSULTING5 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $16,801 |
MERCER8+ years Service code 16 · EIN 13-2834414 | Consulting | $16,577 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $4,725 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 | Consulting | $578 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,767 | $95,388+178.6% | $125,401+111.9% | $77,906+241.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 82.4%+5.1pp | 73.7%+13.8pp |
| Annual return | -14.94% | 116.19%-131.1pp | 572.53%-587.5pp | 12.16%-27.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $15,905 | $7,711+106.3% | $7,448+113.5% | $4,805+231.0% |
| Admin fee / account holder | $65 | $119-45.4% | $10,008-99.4% | $133-51.1% |