Filed November 20, 1990
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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $351,416 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $156,537 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $101,390 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $38,256 |
PORTLAND GENERAL ELECTRIC3 years Service code 50 · EIN 93-0925597 | Direct Payment | $26,700 |
Filed as: VOYA INSTITUTIONAL PLAN SRVCS, LLC Service code 28 · EIN 02-0488491 | Investment Management | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -8.95% | -5.10%-3.8pp | -6.55%-2.4pp | 33.37%-42.3pp |
| Employer contribution / active EE | $0 | $17,560-100.0% | $21,653-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |