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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,524 | $50,919-42.0% | $155,556-81.0% | $77,762-62.0% |
| Participation rate | 59.2% | 63.1%-3.8pp | 78.2%-19.0pp | 70.6%-11.3pp |
| Annual return | 7.77% | 34.84%-27.1pp | 64.84%-57.1pp | 31.27%-23.5pp |
| Employer contribution / active EE | $1,079 | $1,991-45.8% | $4,675-76.9% | $2,728-60.5% |
| Participant deferral / active EE | $1,480 | $2,824-47.6% | $5,631-73.7% | $4,651-68.2% |
| Admin fee / account holder | $210 | $437-51.8% | $15,885-98.7% | $433-51.4% |