Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $140,747 |
SC&H ATTEST SERVICES, P.C.7 years Service code 10 · EIN 52-1743645 | Accounting | $31,700 |
MULTNOMAH GROUP6 years Service code 27 · EIN 93-0232310 | Advisory (Plan) | $21,538 |
HUNTON ANDREWS KURTH LLP5 years Filed as: HUTTON ANDREWS KURTH Service code 29 · EIN 54-0572269 | Legal | $2,087 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $279,415 | $122,128+128.8% | $147,117+89.9% | $200,096+39.6% |
| Participation rate | 99.0% | 78.2%+20.8pp | 82.2%+16.8pp | 72.0%+26.9pp |
| Annual return | 12.76% | 30.58%-17.8pp | 420.54%-407.8pp | 34.26%-21.5pp |
| Employer contribution / active EE | $15,555 | $4,093+280.1% | $4,932+215.4% | $3,038+412.1% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $88 | $180-50.9% | $12,993-99.3% | $269-67.3% |