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 | $217,557 |
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $16,623 |
Service code 33 · EIN 93-0646988 888 SW FIFTH AVE., SUITE 1200 · PORTLAND, OR 972042026 | Securities brokerage; Direct payment ... | $8,996 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 222 SW COLUMBIA, SUITE #100 · PORTLAND, OR 97201 | Recordkeeping | $1,913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,291 | $56,443+132.6% | $83,830+56.6% | $55,725+135.6% |
| Participation rate | 91.8% | 72.0%+19.8pp | 76.1%+15.7pp | 70.9%+21.0pp |
| Annual return | -1.62% | 393.67%-395.3pp | 850.97%-852.6pp | 244.93%-246.5pp |
| Employer contribution / active EE | $12,393 | $2,682+362.1% | $3,631+241.3% | $2,078+496.3% |
| Participant deferral / active EE | $3,934 | $2,965+32.7% | $4,082-3.6% | $3,356+17.2% |
| Admin fee / account holder | $680 | $156+335.3% | $5,479-87.6% | $115+490.5% |