Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,113,756 |
STOEL RIVES LLP3+ years Service code 29 · EIN 93-0408771 | Legal | $144,727 |
Service code 36 · EIN 93-1295392 | Copying and duplicating | $94,750 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $88,162 |
MULTNOMAH GROUP2 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $75,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,902 | $136,209-39.9% | $82,312-0.5% | $80,976+1.1% |
| Participation rate | 75.8% | 88.0%-12.3pp | 76.9%-1.1pp | 68.3%+7.5pp |
| Annual return | 21.60% | 21.54%+0.1pp | 25.88%-4.3pp | 22.91%-1.3pp |
| Employer contribution / active EE | $1,777 | $3,633-51.1% | $2,428-26.8% | $2,402-26.0% |
| Participant deferral / active EE | $3,627 | $6,693-45.8% | $3,706-2.1% | $3,848-5.7% |
| Admin fee / account holder | $53 | $62-14.4% | $5,608-99.1% | $67-21.1% |