Filed June 29, 2017 (most recent of 4 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 |
|---|---|---|
TIAA3 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $165,778 |
MULTNOMAH GROUP10+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $52,980 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
Service code 16 · EIN 26-1233837 19825B NORTHCOVE RD # 105 · CORNELIUS, NC 280316445 | Consulting | $3,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,642 | $84,045+106.6% | $77,361+124.5% | $69,255+150.7% |
| Participation rate | 82.9% | 71.8%+11.1pp | 75.0%+7.9pp | 69.0%+13.8pp |
| Annual return | 11.65% | 12.46%-0.8pp | 1011.54%-999.9pp | 26.73%-15.1pp |
| Employer contribution / active EE | $2,828 | $2,954-4.3% | $2,990-5.4% | $2,645+6.9% |
| Participant deferral / active EE | $4,014 | $3,349+19.8% | $3,911+2.6% | $2,890+38.9% |
| Admin fee / account holder | $121 | $239-49.2% | $5,894-97.9% | $733-83.4% |