Filed June 25, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $101,951 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $67,042 |
MULTNOMAH GROUP6+ years Service code 16 · EIN 20-0361079 | Consulting | $61,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,548 | $105,581+38.8% | $70,492+107.9% | $90,274+62.3% |
| Participation rate | 94.4% | 77.5%+16.9pp | 75.1%+19.4pp | 73.4%+21.1pp |
| Annual return | 12.67% | 14.78%-2.1pp | 109.16%-96.5pp | 53.97%-41.3pp |
| Employer contribution / active EE | $4,113 | $3,304+24.5% | $2,738+50.2% | $2,523+63.0% |
| Participant deferral / active EE | $5,125 | $3,813+34.4% | $3,711+38.1% | $4,231+21.1% |
| Admin fee / account holder | $43 | $68-36.2% | $3,848-98.9% | $114-62.2% |