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 | $151,262 |
Service code 33 · EIN 93-0646988 888 SW FIFTH AVE., SUITE 1200 · PORTLAND, OR 972042026 | Direct payment from the plan; Securit... | $13,923 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 222 SW COLUMBIA, SUITE #100 · PORTLAND, OR 97201 | Securities brokerage; Direct payment ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,459 | $57,921+116.6% | $84,753+48.0% | $57,658+117.6% |
| Participation rate | 82.2% | 72.9%+9.2pp | 76.6%+5.6pp | 70.2%+12.0pp |
| Annual return | 3.67% | 10.24%-6.6pp | 22.78%-19.1pp | 5.13%-1.5pp |
| Employer contribution / active EE | $10,441 | $2,598+301.8% | $3,574+192.1% | $1,974+429.0% |
| Participant deferral / active EE | $2,878 | $2,742+5.0% | $3,712-22.5% | $3,061-6.0% |
| Admin fee / account holder | $629 | $130+384.8% | $5,333-88.2% | $95+565.0% |