Filings through .
Filed December 4, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 1300 SW FIFTH AVE, SUITE 3300 · PORTLAND, OR 97201 | Contract Administrator | $49,370 |
JANNEY MONTGOMERY SCOTT LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 7 SOUTHWOODS BLVD, SUITE 200 · ALBANY, NY 12211 | Advisory (Plan) | $20,895 |
Service code 17 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Pension Consulting | $11,082 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.