Retirement plan

PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN

Name: PACIFICORP - PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: PACIFICORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN, PACIFICORP

PACIFICORPEIN 93-0246090Plan #009PY 2015

825 NE MULTNOMAH ST, STE 1800 - PORTLAND, OR 97233503-813-5040pacificorp.comLinkedIn5001-10000 employeesutilities

Other plans on this EIN

1 filing

#001Retirement-$1.11B assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed January 16, 2015 (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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Total assets (EOY)

$1319.7M

No prior year

Total participants

7,488

No prior year

Average account balance

$178,674

No prior year

Annual return

-0.94%

No prior year

Benchmarks

See 960 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort960 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$246K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

7,199

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$361

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$526,439
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 93-0249060	Soft dollars commissions; Other fees;...	$278,691
INVESCO1+ years Service code 28 · EIN 61-1190024	Investment Management	$237,318
GWL&A1+ years Filed as: GWL&A INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$182,682
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995	Advisory (Participants)	$175,678
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517	Accounting	$74,132
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-2235791	Consulting	$42,943
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445	Securities Custodian	$37,980

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$257 / participant

Investment mgmt$977K65.5%
Contract admin$120K8.0%
Other / not subdivided$396K26.5%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,674

$67,505+164.7%

$81,367+119.6%

$67,505+164.7%

Participation rate

98.2%

71.2%+27.0pp

82.3%+16.0pp

71.2%+27.0pp

Annual return

-0.94%

6.52%-7.5pp

-0.92%0pp

6.52%-7.5pp

Employer contribution / active EE

$6,324

$2,173+191.0%

$3,930+60.9%

$2,173+191.0%

Participant deferral / active EE

$8,075

$3,597+124.5%

$5,383+50.0%

$3,597+124.5%

Admin fee / account holder

$202

$56+260.1%

$8,926-97.7%

$56+260.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: ADVISED ASSETS GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$526,439

STATE STREET GLOBAL ADVISORS1+ years

Filed as: STATE STREET BANK & TRUST

Service code 18 · EIN 93-0249060

Soft dollars commissions; Other fees;...

$278,691

INVESCO1+ years

Service code 28 · EIN 61-1190024

Investment Management

$237,318

GWL&A1+ years

Filed as: GWL&A INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$182,682

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: J.P. MORGAN SECURITIES LLC

Service code 26 · EIN 13-4110995

Advisory (Participants)

$175,678

DELOITTE & TOUCHE LLP1+ years

Service code 10 · EIN 13-3891517

Accounting

$74,132

AON CONSULTING1+ years

Filed as: AON HEWITT INVESTMENT CONSULTING

Service code 16 · EIN 36-2235791

Consulting

$42,943

STATE STREET GLOBAL ADVISORS1+ years

Service code 19 · EIN 04-1867445

Securities Custodian

$37,980

PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion