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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $66,687 |
MULTNOMAH GROUP2 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $15,000 |
LPL FINANCIAL3 years Filed as: KMS FINANCIAL SERVICES INC. Service code 33 · EIN 91-0850651 | Securities brokerage commissions and ... | $7,081 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $7,000 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 15 · EIN 74-1625348 | Recordkeeping | $1,943 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $125 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,260 | $84,948+66.3% | $70,494+100.4% | $73,412+92.4% |
| Participation rate | 84.9% | 79.9%+4.9pp | 75.1%+9.8pp | 72.2%+12.7pp |
| Annual return | 15.74% | 13.39%+2.4pp | 109.16%-93.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,846 | $2,834-34.9% | $2,738-32.6% | $2,234-17.4% |
| Participant deferral / active EE | $2,081 | $3,387-38.6% | $3,711-43.9% | $3,806-45.3% |
| Admin fee / account holder | $70 | $98-28.8% | $3,848-98.2% | $158-55.8% |