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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $64,023 |
MULTNOMAH GROUP5 years Service code 49 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Other Services | $18,750 |
STRATEGIC ADVISORS, INC.3 years Service code 49 · EIN 04-2654524 | Other Services | $11,095 |
TIAA2 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $6,250 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $254,296 | $127,481+99.5% | $149,751+69.8% | $90,274+181.7% |
| Participation rate | 64.3% | 78.2%-13.9pp | 82.5%-18.2pp | 73.4%-9.0pp |
| Annual return | 15.66% | 57.78%-42.1pp | 276.71%-261.0pp | 53.97%-38.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,583 | $6,975+8.7% | $6,843+10.8% | $4,231+79.2% |
| Admin fee / account holder | $103 | $152-31.9% | $9,312-98.9% | $114-9.4% |