Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Service code 27 · EIN 20-0361079 | Advisory (Plan) | $97,500 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $55,421 |
STOEL RIVES LLP2+ years Service code 29 · EIN 93-0408771 | Legal | $45,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,425 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $8,030 |
VANTAGE CONSULTING GROUP, INC.2+ years Service code 27 · EIN 54-1333680 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,545 | $126,925-37.3% | $74,184+7.2% | $329,111-75.8% |
| Participation rate | 66.3% | 87.5%-21.3pp | 76.6%-10.4pp | 67.9%-1.6pp |
| Annual return | 8.08% | 10.67%-2.6pp | 17.74%-9.7pp | 16.35%-8.3pp |
| Employer contribution / active EE | $1,581 | $3,536-55.3% | $2,370-33.3% | $2,303-31.4% |
| Participant deferral / active EE | $3,342 | $6,619-49.5% | $3,550-5.8% | $3,682-9.2% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |