Filed September 19, 2012
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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $86,448 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 | Consulting | $7,688 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,626 | $91,710+62.1% | $67,560+120.0% | $77,762+91.1% |
| Participation rate | 76.4% | 76.0%+0.4pp | 72.9%+3.4pp | 70.6%+5.8pp |
| Annual return | 12.04% | 14.88%-2.8pp | 3533.50%-3521.5pp | 31.27%-19.2pp |
| Employer contribution / active EE | $4,208 | $3,187+32.0% | $2,737+53.7% | $2,728+54.2% |
| Participant deferral / active EE | $3,813 | $3,911-2.5% | $4,004-4.8% | $4,651-18.0% |
| Admin fee / account holder | $71 | $245-71.2% | $3,994-98.2% | $433-83.7% |