Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $873,953 |
MULTNOMAH GROUP9 years Service code 16 · EIN 20-0361079 | Consulting | $105,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $55,125 |
STOEL RIVES LLP2 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $44,850 |
Filed as: GRAPHIC INFORMATION SYSTEMS, INC. Service code 49 · EIN 93-0568981 | Other Services | $18,623 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,896 | $178,759-36.8% | $102,460+10.2% | $106,553+6.0% |
| Participation rate | 90.4% | 91.3%-0.9pp | 76.5%+13.9pp | 69.8%+20.6pp |
| Annual return | 17.77% | 17.23%+0.5pp | 29.47%-11.7pp | 17.37%+0.4pp |
| Employer contribution / active EE | $3,399 | $5,750-40.9% | $3,025+12.3% | $3,359+1.2% |
| Participant deferral / active EE | $5,868 | $9,466-38.0% | $5,056+16.1% | $5,562+5.5% |
| Admin fee / account holder | $52 | $62-15.8% | $9,460-99.4% | $80-34.4% |