Filed November 8, 2008 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $103,409 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,384 |
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP INC. Service code 16 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972042133 | Consulting | $25,000 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,211 | $122,128+27.1% | $147,117+5.5% | $200,096-22.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 14.69% | 30.58%-15.9pp | 420.54%-405.9pp | 34.26%-19.6pp |
| Employer contribution / active EE | $11,467 | $4,093+180.2% | $4,932+132.5% | $3,038+277.5% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $126 | $180-29.8% | $12,993-99.0% | $269-53.2% |