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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $71,216 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $19,438 |
MULTNOMAH GROUP3 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $7,500 |
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $1,481 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 15 · EIN 74-1625348 | Recordkeeping | $1,203 |
NEWPORT GROUP, INC.1 year Service code 27 · EIN 27-2037969 | Advisory (Plan) | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,846 | $94,833+52.7% | $75,731+91.3% | $86,821+66.8% |
| Participation rate | 86.0% | 79.1%+6.9pp | 74.8%+11.2pp | 72.3%+13.7pp |
| Annual return | 11.54% | 16.91%-5.4pp | 104.65%-93.1pp | 97.94%-86.4pp |
| Employer contribution / active EE | $4,656 | $2,904+60.3% | $2,743+69.7% | $2,406+93.5% |
| Participant deferral / active EE | $3,655 | $3,632+0.6% | $3,820-4.3% | $4,132-11.5% |
| Admin fee / account holder | $71 | $109-34.7% | $3,620-98.0% | $170-58.2% |