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 | $148,819 |
Service code 33 · EIN 93-0646988 888 SW FIFTH AVE., SUITE 1200 · PORTLAND, OR 972042026 | Direct payment from the plan; Securit... | $9,009 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 222 SW COLUMBIA, SUITE #100 · PORTLAND, OR 97201 | Recordkeeping | $613 |
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $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.
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 | $149,192 | $60,545+146.4% | $92,240+61.7% | $69,631+114.3% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.5%+9.7pp | 70.7%+15.5pp |
| Annual return | 11.92% | 19.71%-7.8pp | 176.29%-164.4pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $11,279 | $2,633+328.3% | $3,680+206.5% | $2,032+455.0% |
| Participant deferral / active EE | $3,259 | $2,828+15.3% | $3,897-16.4% | $3,224+1.1% |
| Admin fee / account holder | $510 | $145+252.3% | $5,194-90.2% | $110+361.8% |