Filed May 14, 2014
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 |
|---|---|---|
Filed as: QUEST INVESTMENT MANAGEMENT INC Service code 28 · EIN 93-0880854 ONE SW COLUMBIA, SUITE 1100 · PORLAND, OR 97258 | Investment Management | $376,521 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 222 SW COLUMBIA, SUITE #100 · PORTLAND, OR 97201 | Recordkeeping | $50,329 |
Service code 26 · EIN 59-2937883 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $46,916 |
Service code 33 · EIN 93-0646988 888 SW FIFTH AVE., SUITE 1200 · PORTLAND, OR 972042026 | Direct payment from the plan; Securit... | $9,713 |
Service code 13 · EIN 90-0451904 6500 S MACADAM AVENUE, SUITE 100 · PORTLAND, OR 97239 | Contract Administrator | $2,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,938 | $83,023+162.5% | $102,437+112.8% | $77,762+180.3% |
| Participation rate | 92.8% | 71.5%+21.2pp | 74.5%+18.3pp | 70.6%+22.2pp |
| Annual return | 12.28% | 19.12%-6.8pp | 24.95%-12.7pp | 31.27%-19.0pp |
| Employer contribution / active EE | $12,541 | $3,552+253.0% | $3,871+224.0% | $2,728+359.7% |
| Participant deferral / active EE | $5,988 | $4,110+45.7% | $5,060+18.3% | $4,651+28.8% |
| Admin fee / account holder | $1,055 | $639+65.1% | $8,388-87.4% | $433+143.8% |