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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $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 commissions and ... | $100 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,260 | $84,948+66.3% | $70,455+100.5% | $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 | 109.06%-93.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,846 | $2,834-34.9% | $2,737-32.6% | $2,234-17.4% |
| Participant deferral / active EE | $2,081 | $3,387-38.6% | $3,709-43.9% | $3,806-45.3% |
| Admin fee / account holder | $70 | $98-28.8% | $3,845-98.2% | $158-55.8% |