Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $426,001 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $141,056 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $95,526 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $48,892 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $39,461 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $31,000 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $3,218 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,958 | $90,672+31.2% | $125,401-5.1% | $89,433+33.0% |
| Participation rate | 98.7% | 72.3%+26.4pp | 82.4%+16.3pp | 71.3%+27.4pp |
| Annual return | -14.80% | -6.42%-8.4pp | 572.53%-587.3pp | -11.88%-2.9pp |
| Employer contribution / active EE | $9,890 | $3,032+226.2% | $4,816+105.4% | $3,021+227.4% |
| Participant deferral / active EE | $10,674 | $7,210+48.0% | $7,448+43.3% | $5,125+108.3% |
| Admin fee / account holder | $52 | $69-24.4% | $10,008-99.5% | $79-34.3% |