Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,477,929 |
MULTNOMAH GROUP4 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $75,000 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $68,533 |
STOEL RIVES LLP5+ years Service code 29 · EIN 93-0408771 | Legal | $31,470 |
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 | $76,802 | $143,368-46.4% | $87,102-11.8% | $89,609-14.3% |
| Participation rate | 85.2% | 88.2%-3.0pp | 76.9%+8.3pp | 69.6%+15.6pp |
| Annual return | 23.51% | 28.55%-5.0pp | 28.19%-4.7pp | 33.65%-10.1pp |
| Employer contribution / active EE | $2,179 | $4,012-45.7% | $2,521-13.6% | $2,584-15.7% |
| Participant deferral / active EE | $4,042 | $7,129-43.3% | $4,048-0.2% | $4,222-4.3% |
| Admin fee / account holder | $69 | $61+13.2% | $7,493-99.1% | $72-3.8% |