Filed May 3, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $77,417 |
FORDHAM & CO LLP1 year Filed as: FORDHAM GOODFELLOW Service code 10 233 SE SECOND AVENUE · HILLSBORO, OR 97123 | Accounting | $19,617 |
ROSENBAUM FINANCIAL3+ years Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $17,852 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.61% | 12.40%-2.8pp | 10.16%-0.6pp | 23.90%-14.3pp |
| Employer contribution / active EE | $2,793 | $8,748-68.1% | $33,192-91.6% | $16,539-83.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |