Filed June 30, 1995
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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $68,032 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $45,276 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 15 · EIN 47-4641274 | Recordkeeping | $42,797 |
MULTNOMAH GROUP8 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $26,050 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 14.08% | 8.82%+5.3pp | 7.69%+6.4pp | 9.89%+4.2pp |
| Employer contribution / active EE | $22,872 | $12,837+78.2% | $28,501-19.8% | $14,313+59.8% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |