Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344,356 |
MULTNOMAH GROUP3 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $75,000 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $67,186 |
STOEL RIVES LLP4+ years Service code 29 · EIN 93-0408771 | Legal | $59,937 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 111 SW FIFTH AVENUE · PORTLAND, OR 97204 | Actuarial | $17,138 |
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 | $67,749 | $127,796-47.0% | $76,768-11.7% | $73,367-7.7% |
| Participation rate | 81.7% | 88.2%-6.5pp | 77.0%+4.7pp | 69.5%+12.2pp |
| Annual return | -3.99% | -2.31%-1.7pp | 2.43%-6.4pp | 173.45%-177.4pp |
| Employer contribution / active EE | $1,865 | $3,931-52.5% | $2,485-24.9% | $2,499-25.4% |
| Participant deferral / active EE | $3,748 | $6,924-45.9% | $3,852-2.7% | $4,033-7.1% |
| Admin fee / account holder | $63 | $66-5.4% | $6,676-99.1% | $68-8.2% |