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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGERS LIMITED Service code 28 | Investment Management | $43,115 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK N.A. Service code 18 555 SW OAK ST. · PORTLAND, OR 97204 | Custodial (other than securities) | $26,573 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -3.15% | -0.96%-2.2pp | -2.01%-1.1pp | -0.60%-2.5pp |
| Employer contribution / active EE | $6,616 | $6,828-3.1% | $34,453-80.8% | $12,272-46.1% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |